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How to add and manage attachments

Created on  | Last modified on 

Summary

How to view, add, edit, and delete attachments in Sage Accounting.

Description

You can add multiple files to each transaction. The maximum file size is 2.5MB. You can add attachments to all transaction types, including journal entries.

When you create a transaction, you can add the following file types:

  • PDF
  • GIF
  • JPG
  • JPEG
  • PNG

Resolution

  1. While in a sales or expense transaction window, select the Attachment icon.
    Attachment paperclip example
  2. Select Upload files.
  3. Browse to where you saved the file. Select the file and Open it. You can also drag and drop attachments into the transaction.
  4. To add another attachment, select Upload files again and repeat the previous step.
  5. Review and add attachments as needed, or click the file name of an attachment to view it. View attachments to zoom, rotate, or download.
  6. To remove an attachment, select the Delete icon.
  7. When you are finished, Save the transaction.