Documents Tab

This topic describes the fields and definitions on the Documents tab of the Expenses workspace.

Tab Fields

Note: This tab and its fields are only available if you are running iAccess with Maconomy 2.4 LA1 (or later) in the backend.
Field Description
Document Name This field displays the file name of any document uploaded to the Documents tab. This tab serves as an archive for the current mileage sheet, and you can attach any of the documents listed here to the lines of the mileage sheet.

Click on the file name to download the document.

If you attach a document straight from your local storage, iAccess automatically uploads this document to the Documents tab as well.

Type This field displays the document's file type/format-for example, .doc, .xls, .ppt, and so on. This field is automatically filled in by iAccess and cannot be changed manually.
Size This field displays the document's file size (in bytes).
Changed On This field displays the date when the file/document was last modified. If the file has not been modified, this field displays the date when the file was uploaded to the Documents tab/attached to a mileage sheet line.
Changed By This field displays the name of the last user to upload the file/document to the Documents tab, or attach the file to a mileage sheet line.
Remark Enter any additional remarks in this field.
Attached to Line This field is selected if the document specified in the line is attached to a mileage sheet line.

Tab Actions

Button Description
The Row Tools icon allows you to add lines/information to the lines of a record.

For lines in the Documents tab, choose from the following actions:

  • Update Document
  • Delete Document
  • View Document