Attaching documents to bank transactions

To attach a document to a bank transaction

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction you want to attach a document to.

3. Attach the document.

   If the document	do this
   is already in your In tray	Click Link from In tray. Select the document you want to attach. Click Link.
   is not in your In tray	Click Attach files. Click to select the document to attach. Click Open.

   

4. Click Save. The document is attached to the transaction. To view or delete an attached document, see below.

To download, save or print an attached document

After you've attached a document to a bank transaction:

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction with the attachment.
3. Click the download icon on the attachment. The attachment will be downloaded.
   
4. Open the downloaded document to view, print or save it.

To remove an attached document

Removing an attachment from a bank transaction unlinks it from that transaction. If the document was originally linked from the In tray, it'll be returned to the In tray. If the document didn't come from the In tray, it'll be deleted permanently.

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction with the attachment.
3. Click the delete icon for the attachment.
   
4. Click Delete to the confirmation message. The document will be unlinked from the bank transaction.
   1. If the document was originally linked from the In tray, it'll be returned to the In tray.
   2. If the document was attached (it didn't come from the In tray), it'll be deleted permanently.

Need to delete the document from the In Tray? See Working with In tray documents.