How to Work with Supporting Documents and Unit Transactions
You can associate supporting documents with unit transactions in Transaction Entry.
Related Topics:
- Upload a Document on the Supporting Document Dialog Box
You upload a supporting document so that you can attach it to a transaction. - View Supporting Documents
You can preview a document on the Supporting Documents dialog box. - Attach a Document to a Units Transaction Line
Associate documents with the voucher and with each associated transaction in the Units grid. - Automatically Associate a Document with New Transaction Lines
You can automatically associate a document as you create new transaction line items on the grid. - Associate a Document with All Existing Transactions Lines
You can associate a document with all existing transaction line items for the transaction record that you are working on without the need to do it one transaction line item at a time. - Remove a Document’s Association from a Transaction
Use this feature to remove documents that are associated with a transaction. - Remove a Document’s Association from all Units Transaction Lines
You can remove a document's association with all transaction lines. - Remove a Document’s Automatic Association with New Transaction Lines
You can disable the automatic association of documents with new transaction lines. - Delete a Document from all Transaction Lines
You can delete a document that's associated with multiple transaction lines.
Parent Topic: Units