Users can now upload documents/files for future reference in POS and AccountsEasy. Eg:

1. If you make a purchase from a supplier and make the purchase entry in POS, the scanned copy or the image of the purchase invoice can be uploaded against the purchase entry in POS.

2. If you made a payment to a supplier using a cheque, the scanned copy or image can be uploaded against the payment voucher. These uploaded documents can be viewed in AccountsEasy reports as well as in HO reports.

Prerequisites :

1. Update to the latest patch
   

2. Supported files that can be uploaded - .jpg, .png, .gif, .txt, .docx, .xlsx, xls
   

3. Max file size - 10 MB

4. Internet connection should be stable while uploading, viewing and downloading

Now, let's upload the image of a cheque made against a purchase bill in single entry mode payment screen

How to upload document/ file in POS during Purchase entry?

Step 1: For users using RPOS 7 enable user wise configuration called "Document upload", for users using DE enable the user wise configuration called "Auto documents upload", and for RPOS 6 users enable a configuration called "Documents upload" in the purchase entry screen.

Step 2: Once the above configuration is enabled, a pop-up will arrive once you save a purchase entry asking you to upload a document. Click on YES to upload the document

Step 3: Select the document to be uploaded

Step 4: Click on save to upload the document

Step 5: Save the purchase entry so that your file gets uploaded successfully against the purchase 

How to upload documents in AccountsEasy while making payment vouchers?

Note: The document can be uploaded by the below process in Payment, Receipt, Journal, Contra, Bill wise payments, Debit and Credit Note.

Step 1: Go to the single entry mode payment screen in AccountsEasy

Step 2: Choose the account and party

Step 3: Click ctrl+shift F8 - Docs attach option

Step 4: Choose the doc/ image to be uploaded

Step 5: If the screen appears like below, it means you have added the image successfully.

Step 6: Only when you click on F6 to save the payment voucher, the file will be uploaded, if not will get deleted

Step 7: Go to the ledger report of the party, drill down to the below screen and click on the attachment symbol

Note: The same can also be viewed in "Day Book"

Step 8: The uploaded file can be viewed for auditing/ reference purposes

How to edit or delete the document in the future?

Note: The document can be edited or deleted by the below process in Payment, Receipt, Journal, Contra, Bill wise payments, Debit and Credit Note.

Step 1: Go to the single entry mode payment screen in AccountsEasy

Step 2: Click on Modify function key (F4) and select the voucher to be modified

Step 3 : Click ctrl+shift F8 - Docs attach option

Step 4: The below screen will appear if already a document is being uploaded  to the voucher

Step 5: You can click on the cross icon to delete the existing document and add a new document by clicking on select files and also an additional document can be added by clicking on select files to the same voucher and save the voucher.