/
Attaching documents to a Journal Entry
Can't find what you're looking for? Still have questions? Contact customer support
Attaching documents to a Journal Entry
Here are the instructions for how to manually attach documents to a record in Eclipse:
1. In the Journal Entry window, click on the Attachments tab.
2. Select the Insert button.
3. Click This PC then Select the Client Home M: (in Eclipse the M: is the same as your C:). Map and select the file you want to attach, which must be a pdf document. Click the Open button
4. The file name will then appear on the left-side of the screen, once clicked the attachment preview will be located on the right-side.
Related content
Save Excel Reports directly to Disk
Save Excel Reports directly to Disk
Read with this
Attaching Documents To Transaction After Posting
Attaching Documents To Transaction After Posting
More like this
User Security Access and Security Levels
User Security Access and Security Levels
Read with this
Saving Eclipse Reports to Your Computer
Saving Eclipse Reports to Your Computer
More like this
Creating an EFT (Electronic Fund Transfer) File
Creating an EFT (Electronic Fund Transfer) File
Read with this
Attaching/ Viewing/Downloading Supporting Documents To Invoice
Attaching/ Viewing/Downloading Supporting Documents To Invoice
More like this