Linking an external file to a period

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You can link an external document to a period where the document doesn't relate to a specific account.

Go to the client’s Client Accounting > Trial Balance (Workpapers) tab and click a period in the Select Period section.
On the TASKS bar, click Open Period.
Select the Non-account specific documents checkbox.
On the TASKS bar, click Link document.
Select the checkbox next to the file you want to link, and click OK. The Link External File window appears.
Leave the Account field blank.
Optionally, if you want to link to a bookmark in your document, select a Reference value.
If you want to roll forward the document into the next period, select the Roll forward checkbox.
Click Link. The external file is displayed as a sub-row below Non-account specific documents in the table. A paperclip icon () icon identifies a linked document.