DM -How to add attachments to a transaction that is posted via the ap payment workfile 2026

DM -How to add attachments to a transaction that is posted via the ap payment workfile 2026


The Way to Add Attachment to a Transaction That Is Already Posted Via the AP Payment Workfile

The Way to Add Attachment to a Transaction That Is Already Posted Via the AP Payment Workfile.  

 


If you have posted a transaction in AP and need to go back and add an attachment you can do so via the AP Payment workfile. The drag and drop or simply add attachments does not always work for all versions. This article will explain how you can get the attachment to add to your posted transaction.


Steps


If you have posted a transaction in AP and need to go back and add an attachment you can do so via the AP Payment workfile. The drag and drop or simply add attachments does not always work for all versions. This article will explain how you can get the attachment to add to your posted transaction.


If you have posted a transaction in AP and need to go back and add an attachment you can do so via the AP Payment workfile. The drag and drop or simply add attachments does not always work for all versions. This article will explain how you can get the attachment to add to your posted transaction.


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First you want to add the transaction to the workfiles grid. Next you want to click on the transaction header. Now go to the paper clip and select the dropdown menu on it.



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Click on the Show Attachments option to get attachment screen to pop up. Then use the Add Button to add the attachment.



















Now close the window, wait for a few minutes or hit refresh and the attachment will add to the transaction.



This attachment will now be shown on your reports as well.





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