To add several documents at once, perform a batch upload from the Documents tab.
To upload several documents:
-
Go to
.
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Use the search filter and/or the
Search field to select a mileage sheet.
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From the
Other Actions dropdown list, select
Attach Documents.
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In the dialog that opens, click
Select files to open your file explorer.
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Select the files you want to upload.
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Click
Open, or press ENTER.
Maconomy lists the files you selected in the dialog. You can opt to delete some of the files before performing the upload.
Note: Instead of performing steps 4-6, you can opt to select the files from your file browser window, then drag and drop them into the Attach Document dialog.
-
Click
Ok.
Maconomy uploads the files and lists them in the Documents tab.
Note: If you want to enter additional remarks for a specific document, you can fill out the
Remark field for that document in the Documents tab. Click
Save, or press ENTER to save the information.