Attaching Documents

[Ryl]

Hi
Is there anyway to attach documents to the general ledger codes

[QFSteve]

Hello @Ryl

Its not possible to attach them to the codes directly at present, you can attach documents to Sales and Purchase Invoices as well as Estimates/Quotes and upload documents to the Document Manager.

What would be the use case for attaching a document directly to a code?

[Ryl]

Thank you, yes I have found the Sales/Purchases etc. Some items dont have a purchase account and I have documentation to go with a payment so rather than filing it ie HMRC etc, it would be tidier attaching it to the code.

[QFSteve]

Hello @Ryl

You can upload documents to the Document Manager referencing the code in case of an inspection.

Only entries with Sales or purchase invoices would affect your vat return.

[Ryl]

Hi Steve

I am unable to find Document Manager in any of my settings, although it shows in support

Thanks Ryl

[QFSteve]

Hello @Ryl

Type Document Manager in the Quick Search in the top left.

[Ryl]

Thank you, your assistance was much appreciated.