Automatically Associate a Document with New Transaction Lines

You can automatically associate a document as you create new transaction line items on the grid.

To automatically associate a document with new transaction lines, complete the following steps:

  1. Click the document icon in the Document column on the transaction grid.
  2. On the Supporting Document dialog box, select the corresponding check box in the Associate with New Transaction field for the documents that you want to automatically associate with new transaction line items.
  3. Click OK.