Attach a Document to an AP Voucher Transaction Line

Associate documents with the voucher and with each associated transaction in the AP Vouchers grid.

To attach a document to an AP voucher transaction line:

1. On the Navigation menu, click Transaction Center > Transaction Entry.
2. In the Transaction Type field on the Transaction Entry form, select AP Voucher.
3. Open the transaction file and add a transaction line to the grid.
4. In the Document column, click the Upload Document button. The Supporting Document dialog box displays. You can select one or more documents to associate with one or more transactions.
5. After you upload the documents, use the following options on the Supporting Document dialog box:

   Option	Description
   View	Click this button to view the uploaded document.
   Associate with All	Click this button to associate the selected document with every transaction item on the grid. You can only associate one document at a time with all transactions. Repeat this process for each document that you want to associate with all. This option does not apply to new transaction lines.
   Disassociate from All	Click this button to remove the association between the selected document and every transaction on the grid. You can only remove the association for one document at a time with all transactions. Repeat this process for each document that you want to disassociate with all.
   Delete	Click this button to delete te uploaded document.
   Select	Select this option next to each document that you want to associate with the current transaction. This is useful when you want to associate multiple documents on the Supporting Document grid with one transaction.
   File Name	Displays the file name of the uploaded document.
   Description	When you upload a document, its description automatically prefills in this field. You can modify the text in the Description field, but you cannot modify the document's filename in the File Name field.
   Associate with New Transactions	This option is selected by default when you upload a document. This option associates the selected document with every new transaction that is entered. Clear this option if you do not want the selected document automatically associated with new transactions.

6. Click OK to close the Supporting Document dialog box. The Upload icon on the voucher transaction line changes to indicate Document Uploaded. You can hover over this icon to view a tooltip that describes the attached documents.

   If you click Cancel before you click OK to associate the documents, the documents are not associated with the voucher transaction line, and are not saved on the Supporting Document dialog box.