Bank deposit attachments
You can add attachments on bank deposits, including bank deposit lines. When bank deposits are posted, attachments are transferred to the posted bank deposits and the general ledger entries.
Note
Note:
Attachments for bank deposit lines are transferred only to posted bank deposit lines.
To add an attachment to a bank deposit
Choose
, enter bank deposits, and then choose the related link.The Bank Deposits page opens.
Select the bank deposit for which you want to add an attachment, and then on the action bar, choose Manage > View.
The Bank Deposit page opens.
On the FactBox pane, on the Attachments tab, select the link that appears for the Documents value.
The Attached Documents page opens.
Depending on whether this is the first attachment or a subsequent attachment, perform one of the following steps:
- If this is the first attachment, choose Select File.
- If this is a subsequent attachment, select a subsequent line, and then choose Select File.
An Attach a document dialog box appears.
Choose Choose.
Browse to the file that you want to attach, select the file, and then open the file.
To preview an attachment for a deposit
Choose
, enter bank deposits, and then choose the related link.The Bank Deposits page opens.
Select the bank deposit for which you want to preview an attachment, and then on the action bar, choose Manage > View.
The Bank Deposit page opens.
In the Attachments FactBox, select the link that appears for the Documents value.
The Attached Documents page opens.
Select the attachment that you want to preview, and then on the action bar, choose Preview.
The attachment is downloaded to your browser downloads location.
Open your browser's download location and open the file.
To delete an attachment for a bank deposit
Choose
, enter bank deposits, and then choose the related link.The Bank Deposits page opens.
Select the bank deposit for which you want to delete an attachment, and then on the action bar, choose Manage > View.
The Bank Deposit page opens.
In the Attachments FactBox, select the link that appears for the Documents value.
The Attached Documents page opens.
Select the attachment that you want to delete, and then on the action bar, choose Manage > Delete.
A dialog box appears and displays the following question:
Go ahead and delete?
To delete the attachment, choose Yes.
To add an attachment to a bank deposit line
Choose
, enter bank deposits, and then choose the related link.The Bank Deposits page opens.
Select the bank deposit for which you want to add an attachment to a bank deposit line, and then on the action bar, choose Manage > View.
The Bank Deposit page opens.
Select the line for which you want to add an attachment, and then on the action bar, choose Related Information > Attachments.
The Attached Documents page opens.
Depending on whether this is the first attachment or a subsequent attachment, perform one of the following steps:
- If this is the first attachment, choose Select File
An Attach a document dialog box appears. - If this is a subsequent attachment, select a subsequent line, and then choose Select File.
An Attach a document dialog box appears.
- If this is the first attachment, choose Select File
Choose Choose.
Control is passed to your browser.
Browse for the file that you want to attach, select the file, and then open the file.
To preview an attachment for a bank deposit line
Choose
, enter bank deposits, and then choose the related link.The Bank Deposits page opens.
Select the bank deposit for which you want to preview an attachment for a bank deposit line, and then on the action bar, choose Manage > View.
The Bank Deposit page opens.
Select the line for which you want to preview an attachment, and then on the action bar, choose Related Information > Attachments.
The Attached Documents page opens.
Select the attachment that you want to preview, and then on the action bar, choose Preview.
The attachment is downloaded to your browser downloads location.
Open your browser's download location and open the file.
To delete an attachment for a bank deposit line
Choose
, enter bank deposits, and then choose the related link.The Bank Deposits page opens.
Select the bank deposit for which you want to delete an attachment for a bank deposit line, and then on the action bar, choose Manage > View.
The Bank Deposit page opens.
Select the line for which you want to delete an attachment, and then on the action bar, choose Related Information > Attachments.
The Attached Documents page opens.
Select the attachment that you want to delete, and then on the action bar, choose Manage > Delete.
A dialog box appears and displays the following question:
Go ahead and delete?
To delete the attachment, choose Yes.
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