Overview

An attachment is a third-party document such as an invoice that can be added to transactions (such as requisitions) for reference or as a supporting item.

There are several transaction types throughout the system which allow documents to be attached. The feature allows you to add multiple attachments to the one transaction if desired.

(Note: File types accepted for an upload are PNG, XLSX, PDF, JPEG, DOCX).

Note: As the ability to add attachments is similar across the transaction types, we have only provided some examples in this guide. 

TABLE OF CONTENTS

• Overview
• Transactions which support attachments:
  • How to add an attachment via Matter > Disbursement > New Disbursement > Incurred Payment
  • How to add an attachment via Matter > Office Ledger > Post Payment
  • How to add an attachment via Accountant Dashboard > Office Cash Account > New Payment
  • How to add an attachment via Matter > Requisition > New Request
  • Viewing attachments on transactions
    • Via Cash Account Ledger
    • Via Matter Ledger

Transactions which support attachments:

Matter > Disbursement > New Disbursement > Incurred Payment

Matter > Disbursement > New Disbursement > Incurred Purchase

Matter > Office Ledger > Post Payment

Accountant Dashboard > Office Cash Account > New Payment

Transactions > Attachments > Allow adding attachment.

Requisition > New Purchase

Matter > Requisition > New Purchase/Payment Request

Purchase > Add Purchase

Accountant Dashboard > Office Cash Account > New Receipt

Matter > Office Ledger > Post Receipt

How to add an attachment via Matter > Disbursement > New Disbursement > Incurred Payment

(Note: Adding attachment via Matter > Disbursement > New Disbursement > Incurred Purchase can be processed in the same way as Incurred Payment)

1. In the navigation menu, select Matters and select a matter.

2. Select Disbs/Cost Recoveries on the matter and click on to add a New Disbursement.

3. Click on the Incurred (Payment) tab.

4. Complete the Payment details as required.  To add an attachment, click on Attach and the Upload Attachment(s) window will appear.

5. To attach a document, drag and drop the file inside the dialog box, or click inside the attachment dialog box to upload a file from your computer. 

6. Click on Upload to save the file.

How to add an attachment via Matter > Office Ledger > Post Payment

1. In the navigation menu, select Matters and select a matter card.

2. Select Office Ledger from the matter card and then click on Post Payment to create a transaction.

3. Click on Attach to open an attachment dialog box.

4. To attach a document, drag and drop the file inside the dialog box, or click inside the attachment dialog box to upload a file from your computer. 

5. Click on Upload to save the file.

How to add an attachment via Accountant Dashboard > Office Cash Account > New Payment

1. Navigate to the Accountant Dashboard.

2. Under Office Cash Accounts, select office cashbook by clicking on the Balance amount, then click on New Payment. 

3. On the Payment screen, click on Attach to open an attachment dialog box. 

4. To attach a document, drag and drop the file inside the dialog box, or click inside the attachment dialog box to upload a file from your computer. 

5. Click on Upload to save the file.

How to add an attachment via Matter > Requisition > New Request

1. In the navigation menu, select Matters and select a matter card.

2. Select Requisitions > New Payment/PurchaseRequest

3. On the Payment Request screen, complete the payment details as required, then click on Attach to open an attachment dialog box.

4. To attach a document, drag and drop the file inside the dialog box, or click inside the attachment dialog box to upload a file from your computer. 

5. Click on Upload to save the file.

Viewing attachments on transactions

Once posted, attachments on transactions can be viewed by navigating to the relevant Cash Account or Matter ledger, clicking on the transaction and then navigating to the attachments tab as shown below:

Via Cash Account Ledger

1. From the Accountant dashboard, click on the relevant Office or Client/Trust Cash account from within the respective widget.

2. Navigate to the relevant entry (noting that entries can be filtered if desired) and click on the appropriate item.

3. Attachments will be visible and accessible via the 'attachments' tab.  Click on the blue hyperlinked document name to download a copy of the attachment for viewing. Attachments can be deleted by clicking on the 'rubbish bin' button on the right-hand side of the line item.

Additional attachments can be added if required by clicking on the 'add attachment' on the bottom left-hand side of the screen.

Via Matter Ledger

1. From within the matter, select the relevant Office or Client/Trust Cash ledger  from the matter actions menu, then select Ledger Entries.

2. Navigate to the relevant entry (noting that entries can be filtered if desired) and click on the appropriate item.

3. Attachments will be visible and accessible via the 'attachments' tab as shown below. Click on the blue hyperlinked document name to download a copy of the attachment for viewing. Attachments can deleted by clicking on the 'rubbish bin' button on the right-hand side of the line item.

It is also possible to add additional attachments if required by clicking on the 'add attachment' button on the bottom left-hand side of the screen.