Bank Deposit - Attach Documents

You can now attach a document to the Bank Deposit window. After creating a deposit slip, scan the deposit slip and attach to the deposit for easy access to the details of the deposit.

To attach a document to a bank deposit

From the Banking command centre, click Prepare Bank Deposit. The Prepare Bank Deposit window appears.

Click Attach. The Attached Documents window appears.

Click Attach. The Open window appears.

Select the document or image you wish to attach to this record.

This procedure will create a copy of the document you have selected. If you wish to make a link to the original source, select Attach document as a link in this window.

Click Open. The Attached Documents window re-appears. The document is listed under the Name column. If you selected Attach document as a link in previous step a check mark appears under the Link column.

Enter all applicable information regarding the document you have attached.

Click Close.

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