View an attachment associated with a journal entry. The attachment can be a document or a URL, which offers additional context or evidence for the journal entry.

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.  

To view an attachment:

  1. Navigate to the Journals module.
  2. Select the Attachment icon within a posted or unposted journal entry within the Header section.
    The Journal Attachments window opens.
  3. Double-click or CTRL+Click the link under the Attachment column for a row to view a URL Attachment.
    The website opens in a new window.
  4. Select Download next to the file name to view a document.

Note: The file will be saved to your download folder. You can also right-click the attachment and select Open to view the document. 

  1. Double-click the file to open it. 
  2. Select OK to close the Journal Attachments window.