New Features
> Bank Deposit - Attach Documents
Bank Deposit - Attach Documents
You can now attach a document to the Bank Deposit window. After creating a deposit slip, scan the deposit slip and attach to the deposit for easy access to the details of the deposit.
To attach a document to a bank deposit
1
From the Banking command center, click Prepare Bank Deposit. The Prepare Bank Deposit window appears.
2
Click the Attach button. The Attached Documents window appears.
3
Click the Attach button. The Open window appears.
4
Select the document or image you wish to attach to this record.
This procedure will create a copy of the document you have selected. If you wish to make a link to the original source, select
Attach document as a link
in this window.
5
Click Open. The Attached Documents window re-appears. The document is listed under the Name column. If you selected Attach document as a link in previous step a check mark appears under the Link column.
6
Enter all applicable information regarding the document you have attached.
7
Click Close.
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