Linking files to new documents

  • 18 January 2022
  • 2 replies

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 19 January 2022, 05:21

View original

2 replies

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 (



About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved