Missing Barcode Filenames

Follow these steps to add in the missing filenames for files to be uploaded via iEclipse's barcode scanning function:

1. Gather a list of the transaction numbers for the invoices/petty cash/cheques/journals that are missing the filenames. Copy this to the attachment template sheet in this article.

To do this, run a ledger inquiry to excel over only petty cash/journals/etc. Just do one module at a time to avoid confusion.
Filter the excel file to exclude transaction lines with attachments, so you are left only with transactions that have no attachments.
Run another filter over the invoice/cheque/voucher or tran column to remove all duplicates. This is so you are left with one row per transaction.
This will net you a list of unique transactions with missing attachments.

2. Add the missing filename for each transaction in the filename column (see example file attached).

All barcodes are padded with 5 numericals, so envelope 1 would be 00001, cheque 563 would be 00563.
AP and CK for invoices
CK and C0 for cheques
PC for Petty Cash
JN for Journals

3. Copy the list of transactions and filenames (two columns) from the Excel spreadsheet. Do not include any blank columns or rows OR the header row.

4. Paste the list into the Budget Worksheet Transactions tab (it doesn't matter which account code, select any one) using the Paste Attachments option under the right-click menu.

5. The filenames should then appear under all of the transactions pasted in. If you have already scanned the files and iEclipse has created the PDF's, these will also automatically link with the filenames.