A Journal Entry document or a URL link can be attached to a JE Header to provide additional detail or supporting information about a journal entry. 

For example, the document may be an invoice to support the journal entry details.

You can attach a pdf, docx, xlsx, pptx, txt, ods, csv, png, jpeg, and/or jpg file. Users with View rights can view journal entry attachments.  

User with Create rights can delete an attachment. You can only delete attachments of unposted journal entries.

NOTE: Type a URL or select Attachment to select a file.

To add an attachment:

  1. Navigate to the Journals module.
  2. Select an existing, unposted journal entry or create a new one from the header section.
  3. Double-click the Attachment column or right-click and select Add Attachment for the selected journal entry.
    The Journal Attachments window opens.
  4. Select Add New to add a row.
  5. Double-click New Attachment 0 for the description field. Type a Description and double-click the Attachment empty field next to the description. 
  6. Select Attachment to open Windows Explorer. Select the appropriate file and select Open.
    The attachment icon appears under the Attachment column for the selected journal entry.

To add an attachment via a URL:

  1. Select Add New to add an attachment. 
  2. Type a Description in the row.
  3. Select Enter, and double-click Attachment.
  4. Type or paste a valid URL into the Attachment field.
  5. Select Enter and then OK.
    The attachment icon appears under the Attachment column for the selected journal entry.