Attach a Document in the Customer Payment Journal

Use these steps to attach documents to a customer payment journal.

To attach a document in a customer payment journal:

1. Under the Accounts Receivable menu section, go to the Customer Payments workspace.
2. Use the Search for Customer Payment Journals field to select a customer payment journal.
3. From the Other Actions drop-down list, select Attach Document.
4. In the dialog that opens, click Select files to open your file explorer.
5. Select the file/s that you want to upload.
6. Click Open, or press ENTER.
   Maconomy lists the file/s 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 file/s from your file browser window, then drag and drop them into the Attach Document dialog.
7. Click Ok.