Category
Search
Filter
  • All (1301)
  • AI Website Builder (365)
  • Domains (78)
  • Mailboxes (61)
  • Accounting Software (755)
  • For Resellers (449)
    • How to transfer a document from a file storage to an accounting record?
    Documents uploaded to the file storage can be attached to an existing record in the following modules: Sales, Purchases, Documents. Click on the document image to open the document window. Then click the “Move” button and select “To the accounting record of the company (the company you are working with)”: If the document type in file storage is set to “Purchases”, the list of records from the “Purchases” module will open. Click “” next to the record to attach the document to it: Note. If the “Move” button is not available, check whether the “Type” field is specified. Select it from the list and click “Save”:
    › ›
    Accounting Software

    How to transfer a document from a file storage to an accounting record?

    Documents uploaded to the file storage can be attached to an existing record in the following modules: Sales, Purchases, Documents.

    Moving documents from file storage
    Click on the document image to open the document window. Then click the “Move” button and select “To the accounting record of the company (the company you are working with)”:
    Document transfer window to company accounting

    If the document type in file storage is set to “Purchases”, the list of records from the “Purchases” module will open. Click “” next to the record to attach the document to it: Document attached to the selected record

    Note.

    If the “Move” button is not available, check whether the “Type” field is specified. Select it from the list and click “Save”:

    Selecting the document type before transferring

    People also found this article using these queries:

    • How do you move a document from file storage into an accounting record?
    • What is the process for importing a document from storage to an accounting ledger?
    • How can a document be shifted from file storage to the accounting system?
    • What steps are needed to upload a document from storage to an accounting record?
    • How do I add a document from file storage to an accounting entry?
    • What’s the method for transferring a file from storage to an accounting record?
    • How can I insert a document from storage into an accounting record?
    • How do you copy a document from file storage to an accounting record?
    • What is the way to attach a document from storage to an accounting record?
    • How do you import a document from your files into an accounting record?
    • What’s the procedure for moving a document from storage to an accounting record?
    • How do I transfer a file from storage to the accounting records?
    • How can you upload a document from storage to an accounting entry?
    • What are the steps to move a document from file storage into an accounting record?
    • How do you bring a document from storage into an accounting record?
    • How can a document be added from storage to an accounting record?
    • What’s the process for attaching a file from storage to an accounting record?
    • How do I import a document from storage to the accounting records?
    • What’s the way to transfer a document from file storage to an accounting entry?
    • How do you upload a document from storage into the accounting record?