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Add and manage attachments

Created on  | Last modified on 

Summary

How to add and manage attachments in Sage Accounting.

Resolution

Attachments help track any documents you have for sales invoices or Money in and Money out transactions. You can attach files when you create a transaction.

You can add the following file types:

  • PDF
  • GIF
  • JPG
  • JPEG
  • PNG

You can add multiple files to each transaction. The maximum file size is 2.5MB.

Add an attachment

  1. Create the sales invoice, money in or money out transaction.
  2. Click the Attachment button.
  3. Click Upload files.
  4. Browse to where you saved the file. Click the file and Open it. You can also drag and drop attachments into the transaction.
  5. To add another attachment, click Upload files again and repeat the previous step.
  6. Save your transaction.

View and manage attachments

  1. Browse to Money in or Money out transaction.
  2. Click the Attachment button.
  3. Review and add attachments as needed, or click the file name of an attachment to view it. View attachments to zoom, rotate (for example, phone images), or download.
  4. To remove an attachment, click the Delete button.