How do I Attach a Scanned Image to a Purchase Invoice?
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