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How to attach documents in Sage 50

Summary

If you have a document relating to a supplier invoice or credit transaction, you can add them as attachments for easy, quick reference.

This blog explains how to add attachments to supplier invoices and credits transactions.

What can I attach?

You can attach the following file types:

Files you can attach in Sage 50

How do I add an attachment?

1. Click Suppliers, then click Batch Invoice\Batch.

2. Enter your batch invoice or credit as normal.  In the Attachment column, click the ‘+’ icon.

Batch Invoice in Sage 50

3. Depending on your access rights, you will be able to either drag and drop the attachments in to the Add New Attachment window, or click Browse to locate and attach the item.

Add new attachment in Sage 50

4. Once you’ve finished adding any attachments, click OK, then click Save.

NOTE: Any attachments are created as copies of the original document and are stored in the Transaction Attachments folder in the same location as the data for the relevant company.

How do I view an attachment?

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

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

How do I view an attachment in Sage 50

How do I add further attachments?

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

2. Locate the transaction line and click the ‘+’ icon.

Add further attachments in Sage 50

How to I delete attachments?

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

2. Locate the transaction line and click the ‘+‘ icon.

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

Delete attachments in Sage 50.PNG

4. Click OK and then click Close.

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

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