Page Comparison - Linking an external document to an account (v.4 vs v.5) - PS Help: Client Accounting Help

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

UI Expand

expanded	true
title	To link an external file to an account

Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
Select the detail or header account in the table.
or
Click the checkbox in the first column for the selected account.
Click Link document on the TASKS bar.
UI Text Box
type tip
Another way of linking an external file to an account is to select the account in the table, right-click and select Link document.
The Link External File window opens.
Ensure that the correct account is displayed in the Account field.
Click Browse in the Select external file section. The Attach External File window opens.
Navigate to the location where the file is stored and find the file.

Click Open.

UI Text Box

type	note

If the Document name is already in use, a message will appear asking if you wish to add the document with a suffix attached. If you click OK, the document will be automatically added to the account.

Ensure that the path and filename in the File field are correct. The Reference field is disabled.
The Document name field is automatically filled with the name of the file that is to be linked to the account. This can be changed, if necessary, by deleting the existing text and entering a new document name.
UI Text Box
type note
The Document name must be unique. An error message is displayed if the document name is already in use.
Enter a new unique name for the external file in the Document name field.
Click the Rollover this document to the next period checkbox. This will include the document in the next rollover period. During rollover, the previous workpapers period is used as a base. If this option is selected the link to the document will be recreated and included on the same account for the next period.
Click Link. The external file is linked to the selected account. The external file is displayed as a sub-row below the account in the table. A document link icon identifies a linked document.