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 == | ||
+ | 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. | ||
+ | * Click {{Button|Add}} to open the File Search window. | ||
+ | * 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. | ||
+ | |||
+ | === Attaching to an Existing Document === | ||
Go to {{Menu|Systems or Accounts|{{PL}}|Maintenance Options|Adjustments}}. | Go to {{Menu|Systems or Accounts|{{PL}}|Maintenance Options|Adjustments}}. | ||
*Enter the Account code for the supplier, or search for it via {{KeyPress|C-F1}}. | *Enter the Account code for the supplier, or search for it via {{KeyPress|C-F1}}. |
Revision as of 14:53, 26 July 2013
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 "Images" 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 images 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
PL05