Associate documents with the disbursement and with each associated transaction in the AP Disbursements grid.
To attach a document to an AP disbursement transaction line, complete the following steps:
-
From the Vision Navigation menu, click
.
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In the
Transaction Type field on the Transaction Entry form, select
AP Disbursement.
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Open the transaction file and add a transaction line to the grid.
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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.
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After you upload the documents, use the following options on the Supporting Document dialog box as needed:
| 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.
|
| 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.
|
| 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.
|
| Description |
When you upload a document, its description automatically prefills in this field. You can modify the document's description in the
Description field, but you cannot modify the document's filename in the
File Name field.
|
-
Click
OK to close the Supporting Document dialog box.
The
Upload Document icon on the disbursement 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 disbursement transaction line, and are not saved on the Supporting Document dialog box.