Adding Attachments to a Vendor Record

You can upload and store electronic files to your vendor records, such as copies of bills or receipts from your vendors. Files with the following extensions can be attached: .txt, .doc, .docx, .jpg, .jpeg, .png, .gif, .pdf, .rtf, .xls, and .xlsx.

To add an attachment to a vendor record:

Accounting > Vendor Tasks > Add/View Vendors

  1. In the vendor list, click the vendor name.
  2. Click the Attachments link on the vendor record.
  3. Click the Add link at the top right corner.
  4. Click Choose File, and find the file on your computer.
  5. Enter an optional description for the file.
  6. Click Add Attachment.


The attachment will now appear in the list.  Click the Name to download and view the attachment.

If you need to make a change to the attachment name, you will need to delete the attachment and add it again.