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Enabling attachment on Posted Transactions

This guide shows how to enable attachments on posted transactions so you can efficiently manage and organize supporting documents.

Step by Step Guide:

    1. Navigate to Set Up Files > Set Up Options.

    2. Scroll through the list of options under the Other Options section until you find Allow Attachment or removal of files on Posted transactions.

    3. Enable or Disable the Feature:

    • To enable the feature, check the box next to Allow attachment or removal of files on Posted transactions. If the box is already checked, this means the feature is currently enabled.
    • To disable the feature, uncheck the box.

    4. Click the Save button in the upper right corner of the page to apply your changes.

    Tip: Outcomes:

    • Enabled: Authorized users can attach documents and hyperlinks to posted transactions.
    • Disabled: Attachments to posted transactions are restricted to preserve data integrity.