Add an attachment

To add an attachment An attachment is a bundle of one or more supporting documents, such as spreadsheets, scanned images, or word processor documents., you can either look for files from your local machine or drag and drop them from your file explorer right onto the page.

You need at least one attachment folder to store the attachments that you upload. Your company might have created an initial folder for you. If no folder currently exists, you can quickly create one while you’re adding an attachment. You can add one or more files to an attachment at a time, or you can add files to the attachment as they become available.

Add a new attachment from the Attachments list

1. Go to Company > Setup > Storage and select Add (circle) next to Attachments.

2. Enter an ID.
   If auto-numbering is enabled, Intacct will generate the ID for you.

3. Enter a Name.

4. Select a Folder.

   If no folder is available, and you have the appropriate permissions, you can create one:

   1. Select the down arrow beside the Folder field, and then select Add.
   2. Enter a Name for the folder.

5. Enter a Description.

6. Select one or more files to upload.

7. Select Save.

Add a new attachment to a record or transaction

The editing rules for a transaction determine whether you can add an attachment to the transaction or not. For example, you cannot add an attachment to an AP purchase invoice that has been paid unless you’re a Business user with admin privileges.

You can also add an attachment to multiple journals simultaneously.

1. Go to the list page of the record or transaction you want to edit.

2. Select More actions > Edit at the end of the row.

3. In the Attachment field, select the down arrow.

4. Select Add.

5. Enter an ID.
   If auto-numbering is enabled, Intacct will generate the ID for you.

6. Enter a Name.

7. Select a Folder.

   If no folder is available, and you have the appropriate permissions, you can create one:

   1. Select the down arrow beside the Folder field, then select Add.
   2. Enter a Name for the folder.

8. Enter a Description.

9. Select one or more files to upload.

10. Select Save.

1. Go to the edit page of a record or transaction.

2. In the Attachment field, select the down arrow.

3. Select Add.

4. Enter a Name.

5. Select a Folder.

   If no folder is available, and you have the appropriate permissions, you can create one:

   1. Select the down arrow beside the Folder field, then select Add.
   2. Enter a Name for the folder.

6. Enter a Description.

7. Select one or more files to upload.

8. Select Save.

Add an existing attachment to a record or transaction

If the attachment already exists in your company, select it from the Attachment dropdown to add it to a record or transaction.

1. Go to the list page of the record or transaction you want to edit.

2. Select More actions > Edit at the end of the row.

3. In the Attachment field, select the down arrow.

4. Select an attachment.

5. Select Save.

1. Go to the edit page of a record or transaction.

2. In the Attachment field, select the down arrow.

3. Select an attachment.

4. Select Save.