Attach a Document to an A/P Voucher Transaction Line

Associate documents with the voucher and with each associated transaction in the A/P Vouchers grid.

To attach a document to an A/P voucher transaction line, complete the following steps:

1. From the Vision Navigation menu, click Transaction Center > Transaction Entry.
2. In the Transaction Type field on the Transaction Entry form, select A/P Voucher.
3. Open the transaction file and add a transaction line to the grid.
4. Click Upload Document button in the Document column to upload the document. The Supporting Document dialog box displays. By default, the Associate with new transactions option is selected for each document on the Supporting Document dialog box.
5. If you do not want a given document automatically associated with new transactions, clear the Associate with new transactions option for that document.
6. Click the Select option next to each document that you want to associate with the current A/P voucher transaction. You can modify the document's description in the Description field but you cannot modify the document's filename in the File Name field.
7. Click OK to close the Supporting Document dialog box.

   The Upload Document icon on the voucher 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 voucher transaction line, and are not saved on the Supporting Document dialog box.