Difference between revisions of "How do I Attach a Scanned Image to a Purchase Invoice?"
From Catalyst
m |
(Bulk update) |
||
| (9 intermediate revisions by 5 users not shown) | |||
| Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
| − | Go to {{Menu|Systems or Accounts|{{PL}}| | + | === Whilst Posting Document === |
| − | *Enter the Account code for the supplier, or search for it via {{KeyPress|C-F1}}. | + | Following the instructions [[Posting purchase invoices|here]] for posting on a purchase ledger document, once you have entered the required information on the {{DataPrompt|Details}} tab click onto the {{DataPrompt|Media}} tab. |
| − | *Enter the invoice number or press {{KeyPress| | + | * Click {{Button|Add}} to open the File Search window. |
| − | * | + | * Browse to the location of your scanned image, select it and click {{Button|OK}}. |
| − | *Click {{Button|Edit | + | * You can repeat this process if there are multiple media items to attach to the document. |
| − | *This will take you into a screen showing the Nett, Vat and Totals of the invoice. | + | |
| − | *You will see a file search box. | + | === Attaching to an Existing Document === |
| − | *Browse to the location of your scanned image, | + | Go to {{Menu|Systems or Accounts|{{PL}}|Supplier History|}}. |
| − | * | + | * Enter the Account code for the supplier, or search for it via {{KeyPress|C-F1}}. |
| + | * Enter the invoice number or press {{KeyPress|ENTER}} to bring up all documents. | ||
| + | * Select the invoice to which you wish to attach the scan. | ||
| + | * Click {{Button|Edit}}. | ||
| + | * This will take you into a screen showing the Nett, Vat and Totals of the invoice. | ||
| + | * Select the {{Tab|Media}} tab. | ||
| + | * Click {{Button|Add File}}. | ||
| + | * You will see a file search box. | ||
| + | * Browse to the location of your scanned image,. | ||
| + | * Select if you want to {{Button|Move}} or {{Button|Copy}} the image (This will be remembered for next time). If you choose {{Button|Move}}, the original photo file will be deleted. | ||
| + | * Choose the image (You can select the ''Thumbnails'' option to list the images in this location). | ||
| + | * Your image will now be added to the media tab. | ||
| + | * Click {{Button|Done}} and {{Button|Accept}}. | ||
== See also == | == See also == | ||
| − | *[[How do I View a Scanned Image of a Purchase Document?]] | + | * [[Posting purchase invoices]] |
| + | * [[How do I View a Scanned Image of a Purchase Document?]] | ||
| + | |||
| + | {{KB_Tags|scan, scanned, jpeg, invoice, purchase, docscan, doc}} | ||
| + | {{How}}{{KB_PL}} | ||
| − | |||
{{KB_Ref|PL05}} | {{KB_Ref|PL05}} | ||
Latest revision as of 05:30, 31 March 2020
Contents
Summary
The following article explains how to attach a previously scanned image to a purchase ledger invoice posting. This allows you to store suppliers purchase invoices without the need to file the original paperwork, subject to agreement from your accountant and HMRC.
More Information
Whilst Posting Document
Following the instructions here for posting on a purchase ledger document, once you have entered the required information on the "Details" tab click onto the "Media" tab.
- Click [Add] to open the File Search window.
- Browse to the location of your scanned image, select it and click [OK].
- You can repeat this process if there are multiple media items to attach to the document.
Attaching to an Existing Document
Go to " Systems or Accounts Purchase Ledger Supplier History".
- Enter the Account code for the supplier, or search for it via <Ctrl+F1>.
- Enter the invoice number or press <Enter> to bring up all documents.
- Select the invoice to which you wish to attach the scan.
- Click [Edit].
- This will take you into a screen showing the Nett, Vat and Totals of the invoice.
- Select the [Media] tab.
- Click [Add File].
- You will see a file search box.
- Browse to the location of your scanned image,.
- Select if you want to [Move] or [Copy] the image (This will be remembered for next time). If you choose [Move], the original photo file will be deleted.
- Choose the image (You can select the Thumbnails option to list the images in this location).
- Your image will now be added to the media tab.
- Click [Done] and [Accept].
See also
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
PL05
