Use the Memo tab on records to enter miscellaneous information and to attach documents and references to the record. For example, if you've saved a customer email as a file, attach it to the customer's record. 

You can also enter text into the memo tab, up to a 60,000 character limit.

Memos are available in the following types of record:

• Customers
• Suppliers
• Nominal
• Bank
• Products and services
• Projects - Projects option not available in Sage 50 Accounts Essentials and Standard
• Department - Memo option not available in Sage 50 Accounts Essentials

Create a memo

To add an attachment

1. Go to Bank Accounts, double-click the required bank account record, then select Memo.
2. Select Add Attachment.
3. Select either Electronic Attachment or Filing System Reference.
4. Press OK.

To delete an attachment

1. Select the required file, select Delete attachment, then press Yes.

To open an attachment

1. Select the required file and select Open attachment.

Further information

▼ Memo files

Backup memos and attachments

• Memos - these are included when you select to backup Data Files in the backup window
• Attachments - these are included when you select to backup Attachments in the backup window

Errors

'Waiting to open file *.SLM / *.PLM' or 'This program cannot display the webpage'.

This is a customer (.SLM) or supplier (.PLM) memo file. Ensure that the MEMO folder is not read-only and that the current user has access rights to this folder.

This can often happen when customer or supplier accounts are created using an account reference that's a reserved file name in Windows. This happens because Sage Accounts attempts to create a file using the Account Reference for the file name. For example, a memo created on a customer record with the Account Reference CON, will attempt to create the file CON.SLM. Because CON can't be used for file names in windows, the Waiting to open file message is displayed. The following are examples of restricted file names in Windows:

• CON
• COMx (where x is a number from 0 - 9)
• LPTx (where x is a number from 0 - 9)
• PRN
• AUX
• CLOCK$
• NUL

You may also get this message if your customer's anti-virus software has intercepted a virus on this file and therefore prevents the file from being opened.

To resolve this, you need to create a new Customer or Supplier Record then use the Corrections option to change the account reference on the transactions.