Difference between revisions of "How do I Attach a Scanned Image to a Purchase Invoice?"

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== More Information ==
 
== More Information ==
 
=== Whilst Posting Document ===
 
=== Whilst Posting Document ===
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|Images}} tab.
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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.
 
* Click {{Button|Add}} to open the File Search window.  
 
* Click {{Button|Add}} to open the File Search window.  
 
* Browse to the location of your scanned image, select it and click {{Button|OK}}.
 
* Browse to the location of your scanned image, select it and click {{Button|OK}}.
* You can repeat this process if there are multiple images to attach to the document.  
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* You can repeat this process if there are multiple media items to attach to the document.  
  
 
=== Attaching to an Existing Document ===
 
=== Attaching to an Existing Document ===

Revision as of 17:16, 14 February 2018

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 Maintenance Options Adjustments".

  • 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.
  • Point at the invoice to which you wish to attach the scan.
  • Click [Edit] or press <E>.
  • This will take you into a screen showing the Nett, Vat and Totals of the invoice. Press <Ctrl+F6> to attach a scan.
  • You will see a file search box.
  • Browse to the location of your scanned image, select it and click [OK].
  • This will attach the scan to the invoice.

See also


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Keywords AND Misspellings
scan, scanned, jpeg, invoice, purchase, docscan, doc, scan
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