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Did you know you can add documents to your transactions in Sage 50?

Sage 50 Accounts

Summary

If you have documents relating to a supplier invoice or credit, in Sage 50cloud Accounts v26.3 and above, you can add them as an attachment to the transaction. You can then quickly and easily view them.

Attaching documents to your supplier invoices and credits makes it quick and easy to view any correspondence relating to the transaction.

What types of files can I attach?

You can attach any of the following file types to you supplier invoices and credits:

NOTE: Attachments can be up to 5mb in size.

  • BMP
  • DOCX
  • DOC
  • JPEG
  • ODT
  • PNG
  • TXT
  • XLSM
  • XLS
  • XL
  • CSV
  • DOCM
  • JPG
  • ODS
  • PDF
  • RTF
  • XLSX
  • XLSB
  • XLA
  • XPS

How to add an attachment as you post a transaction

1. Click Suppliers, select the required supplier, then click Activity.

2. Locate the transaction you want to add the attachment to then click the ‘+’ icon.

NOTE: Depending upon your access rights, you may either drag and drop your attachments into the ‘Add New Attachment window’, or to browse to your attachments, click Browse.

Add an attachment to a transaction in Sage 50

3. Once you’ve finished adding attachments, click OK, then click Close.

How to view a transaction attachment

1. Click Suppliers, select the required supplier, then click Activity.

2. To view an attachment, click the paperclip icon 📎 on the relevant transaction line.

How to delete a transaction attachment

1. Click Suppliers and select the required supplier, then click Activity.

2. Locate the transaction you want to delete the attachment from then click the ‘+‘ icon.

3. Click the ‘recycle bin‘ icon for the attachment you want to delete.

4. Click OK, then click Close.

How to back up your attachments

When you backup up your data, if you want to back up your attachments, click File, then click Back up and ensure the Transaction attachments check box is selected, then click OK.

NOTE: You can only back up attachments if the Data file check box is also selected.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Sage 50

Create a more agile, efficient & modern business with Sage 50 Accounts.

Sage 50 combines the power of desktop accounting with cloud computing, allowing you to access your critical information any time, from anywhere.

The automated data-capture, in-depth reporting, and built-in help & guidance offered by Sage 50cloud accounts makes it an accounting system for the digital age.

There are 2 variations of Sage 50cloud accounts available:

  • Sage 50cloud Standard
  • Sage 50loud Professional


Sage 50cloud Accounts gives you the ability to leverage & act upon accurate information – which is at the core of all successful business operations.

Speak to a member of the GCC team and find out more about Sage 50cloud.