Upload documents into AccountsEasy for reference in HO setups

For HQ customers, in AccountsEasy voucher screens, users can upload documents as reference. Eg, If you made a payment to a supplier using a cheque, the scanned copy or image can be uploaded against the payment voucher. These uplaoded documents can be viewed in AccountsEasy reports as well as in HO reports.

Prerequisites :

1. Supported files that can be uploaded - .jpg, .png, .gif, .txt, .docx, .xlsx, xls
   
2. Max file size - 10 MB
   
3. 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

Step 1 : Go to 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 to the cloud server, if not will get deleted

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

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

Accessing uploaded documents in HQ

Go to general ledger report and choose the respective party and click the attachment symbol under attachments column

A new window will open where the uploaded document can be viewed

• Related Articles

• 6 Important changes to adopt in the new financial year 2021-2022

  The Government of India has made 5 amendments for the financial year 2022 and have also mandated the audit trails in the accounting software, applicable from 1st April 2021.   The 6 important changes are,   1. HSN code should be printed in the ...