DM -How to add an attachment to a posted transaction 2026

DM -How to add an attachment to a posted transaction 2026


How to add an attachment to a posted and/or paid transaction

Use DM Transaction Attachments to add an attachment to a transaction after it has been posted or paid.


If you need to add an attachment to a transaction after it has been posted or paid, you can use DM Transaction Attachments.


  1. Once in the form, hit F4 to search for your transaction type. You can search for any type of posted transaction. Click on the Refresh Filters button


  1. Use the filter area to narrow down your search for the transaction you are looking for. In the example below, the vendor number, Invoice number, and AP company number were used to find an invoice. Click on Refresh Results.


  1. In the grid, you will see transactions matching your search criteria. Highlight the transaction you want and double click.


  1. When you double click, the Attachment form will pop up. Select Add and then browse to the attachment's location. Double click on the attachment.


  1. The attachment will appear in the form and is now attached to the document. Exit the Attachment Form.



  1. There is now a paperclip in the search grid verifying you have successfully added an attachment to the document.



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