Use these steps to attach documents to a customer payment journal.
To attach a document in a customer payment journal:
-
Under the Accounts Receivable menu section, go to the Customer Payments workspace.
-
Use the
Search for Customer Payment Journals field to select a customer payment journal.
-
From the
Other Actions drop-down list, select
Attach Document.
-
In the dialog that opens, click
Select files to open your file explorer.
-
Select the file/s that you want to upload.
-
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.
-
Click
Ok.