Add attachments to journal entries

You can include a supporting document to journal entries.

You can add only one attachment to a journal entry. However, that attachment can contain several documents. Add a single file or a compressed (.zip) file containing multiple documents.

1. Go to General Ledger > All and select one of the following options:
   • Journal entries
   • Statistical journal entries
   • User-defined
   • Adjusting
2. Select View transactions to display the transactions for the journal.
3. Find the transaction in the list.

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

5. In the Attachment list, select the attachment.

   If they attachment has not been created, select Add to upload and add it to the list.

6. Select an option to save your changes.
   • Select Post to post the entry.
   • Select Submit if the entry must be approved before it's posted.
   • Select Draft to save your changes and keep the entry in a draft state.

1. Go to the applicable journal entries list, such as General Ledger > All > Journal entries
2. Select View transactions to display the transactions for the journal.
3. Find the transaction in the list.
4. Select Edit.

5. In the Attachment list, select the attachment.

   If they attachment has not been created, select Add to upload and add it to the list.

6. Select an option to save your changes.
   • Select Post to post the entry.
   • Select Submit if the entry must be approved before it's posted.
   • Select Draft to save your changes and keep the entry in a draft state.

To verify that you've selected the right attachment, select the Attachment icon to open it.