When associating a document with a mileage sheet line, you have two options. You can attach the document directly from your local drive, or you can choose to associate a mileage sheet line with an existing document.
To attach a document to a mileage sheet line:
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Go to the Mileage workspace.
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Use the search filter and/or the
Search field to select a mileage sheet.
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In the Registrations tab, select the line you want to update.
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To attach a document from your local drive:
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Click
.
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In the dialog that opens, click
Select files to open your file explorer.
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Select the file you want to upload.
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Click
Open, or press ENTER.
Maconomy lists the file you selected in the dialog. You can opt to delete it, and select another file.
Note: Instead of performing steps b-d, you can opt to select the file from your file browser window, then drag and drop it into the Attach Document To Line dialog.
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Click
Ok.
Maconomy attaches the document to the mileage sheet line, and also adds the file to the Documents tab of the Mileage workspace.
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.
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To attach a document listed in the Documents tab:
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In the
Document field, select a file from the dropdown list.
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Click
Save.
Maconomy attaches the file to the mileage sheet line.