Hello everyone,
I tried to search forum for an answer but could not find one. Is there a way to attach the same document/file to different transactions or entries in the program? For example, attaching a pdf to both a purchase invoice and the payment for said invoice? That would help save on storage and avoid having duplicate attachments clogging the data file.
Thank you in advance, your help with the matter is greatly appreciated!
Yes. Just attach the file to each transaction. But that doesn’t seem to be what you are really interested in doing.
I think what you want to know is whether you can attach a document to the business data file once and reference it in multiple transactions. The answer is no. And from an accounting perspective, there is no need to do so.
For example, the appropriate reference document for a purchase invoice is your supplier’s sales invoice to you. The appropriate reference document for your payment is your own purchase invoice, which is already referenced in the payment transaction and incorporated into the same business data file. You are not paying against the incoming sales invoice, but against the purchase invoice that created the credit in Accounts payable.