To attach a document to a bill

1. In your online company file, open a bill. You can do this by either:
   • recording a new bill (Purchases > Enter Purchases), or
   • opening an existing bill (Purchases > Purchases Register > click the applicable tab > click the zoom arrow to open the bill).

2. Click Attachments.
   

   UI Text Box
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   Can't see the Attachments button? Your file needs to be online and you must be using AccountRight 2019.4 or later to use this feature.

3. Attach the document. You can either:
   • Click Add Documents to locate and select the document.
   • Click and drag a document into the Bill Attachments window.
   The document is attached to the bill.
   
4. Click Close to close the Attachments window. The Attachments button now shows you have 1 attachment added.
   
5. Click Record to save the changes.

To attach a document to a spend money transaction

1. In your online company file, open the Spend Money window. You can do this by either:
   • recording a new Spend Money transaction (Banking > Spend Money), or
   • opening an existing Spend Money transaction (Banking > Bank Register > click the zoom arrow to open the transaction).

2. Click Attachments.
   
   
   

   UI Text Box
   size medium type note
   Can't see the Attachments button? Your file needs to be online and you must be using AccountRight 2018.4 or later to use this feature.

3. Attach the document. You can either:
   • Click Add Documents to locate and select the document.
   • Click and drag a document into the Spend Money Attachments window.
   The document is attached to the transaction.
   
4. Click Close to close the Spend Money Attachments window. The Attachments button now shows you have 1 attachment added.
   
5. Click Record to save the changes.

To view, save or print an attachment

1. In your online company file, open the transaction.
   • To open a bill, go to Purchases > Purchases Register > click the applicable tab > click the zoom arrow to open the bill.
   • To open a spend money, go to Banking > Bank Register > click the zoom arrow to open the transaction.
2. Click Attachments.

3. Click the attachment then click Enlarge. The Enlarged window opens displaying the attachment.
   

   If you want to...	Do this...
   save the attachment	Click the Save button and choose where to save the file.
   zoom in or out	Use the zoom buttons .
   print the attachment	Save the attachment, then open the saved attachment to print it.

To remove an attachment

Removing an attachment will unlink it from the transaction and send it back to the In Tray. If you like, you can then attach it to another transaction or delete it permanently.

1. In your online company file, open the transaction.
   • To open a bill, go to Purchases > Purchases Register > click the applicable tab > click the zoom arrow to open the bill.
   • To open a spend money, go to Banking > Bank Register > click the zoom arrow to open the transaction.
2. Click Attachments.
3. Click the attachment to be deleted removed then click Delete. The document is unlinked from the transaction and returned to the In Tray.

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

Working with In Tray documents

Attaching documents to your cards