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Linking files to new documents

  • 18 January 2022
  • 2 replies
  • 129 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

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Best answer by vkumar 19 January 2022, 05:21

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Userlevel 5
Badge +1

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

Userlevel 7
Badge +11

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,

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