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Saturday, 09 November 2013 17:22

Attaching Supporting Documentation

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Our clients will often have the need to attach supporting documentation to transactions within Dynamics GP.  These might be for odd / correcting entries, entries required by auditors, or large dollar value entries.  Further, it is good practice to attach supporting documentation for transactions if possible.

To attach supporting documentation to a transaction within GP, select the yellow paper icon beside the transaction number within the entry window for that transaction.  This icon is also available within master data setup widows & essentially every other window within GP.  Once within this window, select the paperclip icon at the bottom of the window (Note:  Your system admin may have to enable this functionality to have this icon appear).  This will open a new OLE Container window wherein one can select Edit > Insert New Object.  From here, the process is as simple as selecting the file & clicking Attach within the note window.

WebSan has found this feature very helpful to our clients whenever they need to track down the supporting documentation for a transaction.  As transactions move throughout there life-cycle in Dynamics GP, they will maintain the supporting documents attached to them, making audits a breeze.

[caption id="attachment_1510" align="aligncenter" width="300"]Attaching Documents Attaching Documents[/caption]

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Winner.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Dynamics GP