Cut down on paperwork in a couple of clicks. If you have documents related to supplier invoices or credits in Sage 50 Accounts v26.3 and above, you can add them as attachments for easy, quick reference. Let's do this now.

TIP: To be able to attach documents to Supplier Invoices and Credits you require access to the Batch Supplier Invoice and Credit options, as well as access to the Supplier Activity. For more information about Access Rights, refer to our handy guide > 

What can I attach?

You can attach any of the following file types:

 NOTE: Attachments can be up to 5mb in size.

To add an attachment as you post the transaction

Watch the video

Follow the steps:

1. Click Suppliers, then click Batch invoice or Batch credit as required.
2. Enter your batch invoice or credit as normal, but in the Attachment column, click the '+' icon.
   
   
   
   
3. Depending upon your access rights, you may either drag and drop your attachments into the Add New Attachment window, or click Browse to browse your attachment(s) in.
   
   
   
   
4. Once you've finished adding attachments, click OK, then click Save.

TIP: Attachments are created as copies of the original documents and are stored in the Transaction Attachments folder for the relevant company.

To view an attachment

In Supplier Activity

1. Click Suppliers, select the required supplier, then click Activity.
2. To view an attachment, click the paperclip icon 📎 on the relevant transaction line.
   
   

In the Audit Trail report

1. Click Transactions, then click Reports.
2. Select Audit trail and then click the Audit Trail (Detailed, Landscape) report.
3. Click Preview and then enter the relevant Criteria Values.
4. Click the link for the relevant transaction to view the associated attachment.

 NOTE: Attachments can't be viewed in Company Archives.

To add further attachments to a transaction

1. Click Suppliers, select the required supplier, then click Activity.
2. Locate the transaction you want to add the attachment to then click the '+' icon.
3. Depending upon your access rights, you may either drag and drop your attachments into the Add New Attachment window, or to browse to your attachments, click Browse.
   
   
   
   
4. Once you've finished adding attachments, click OK, then click Close.

TIP: If the '+' icon is missing, for example, if the transaction is already linked via AutoEntry, instead you can add attachments to the supplier record via the Memos tab

To delete an attachment

1. Click Suppliers, select the required supplier, then click Activity.
2. Locate the transaction you want to delete the attachment from then click the '+' icon.
3. Click the 

   

   icon for the attachment you want to delete.
   
   
   
4. Click OK, then click Close.

To back up your attachments

When you back up your data, if you want to back up your attachments, click File, then click Back up and ensure the Transaction attachments check box is selected, then click OK. You can only back up attachments if the Data file check box is also selected.