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Linking files to new documents

  • January 18, 2022
  • 2 replies
  • 197 views

Does anybody know if you can link a file from an original document to a new document?  For example, if a file is linked to a Bill, can it automatically be passed to the Check document?

Thanks -- Sandy

Best answer by vkumar

Hi @sbuescher 

The Attachments of AP Prepayment request does move to the Prepayment document that gets created in Checks& Payments screen when you Pay/Apply Prepayment document. 

 

 

 

However, the attachments and notes of AP Bill and AR invoices wont get copied on Check or Payment screen. You may post a request on our ideas page in this regard (https://community.acumatica.com/ideas).

Regards,

2 replies

jdobish
Pro III
Forum|alt.badge.img+2
  • Pro III
  • January 18, 2022

It does tie in the background and you can get there. Not sure how easy it would be to link directly to the reference. 


Forum|alt.badge.img+12
  • Acumatica Support Team
  • Answer
  • January 19, 2022

Hi @sbuescher 

The Attachments of AP Prepayment request does move to the Prepayment document that gets created in Checks& Payments screen when you Pay/Apply Prepayment document. 

 

 

 

However, the attachments and notes of AP Bill and AR invoices wont get copied on Check or Payment screen. You may post a request on our ideas page in this regard (https://community.acumatica.com/ideas).

Regards,