Attachment Types
In addition to names and descriptions, types can help further identify attachments based on how your organization categorizes them, such as Pictures, Videos, or News clippings. You select the type when you add or edit an attachment.
Before you can add attachments to records, you must establish the types of attachments you will add.
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To save an attachment to an invoice, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for invoice records, go to Control Panel, Tables, and edit the subledger Payables Media Type table.
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To save an attachment to a vendor, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for vendor records, go to Control Panel, Tables, and edit the subledger Payables Media Type table.
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To save an attachment to a deposit, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for deposit records, go to Control Panel, Tables, and edit the subledger Receivables Media Type table.
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To save an attachment to a batch, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for batch records, go to Control Panel, Tables, and edit the subledger General ledger Media Type table.
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To save an attachment to a project, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for project records, go to Control Panel, Tables, and edit the subledger General ledger Media Type table.
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To save an attachment to a grant, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for grant records, go to Control Panel, Tables, and edit the subledger General ledger Media Type table.
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To save an attachment to an asset, select an active Attachment type. If no attachment types display, you must add a new type.
To add new or edit attachment types for asset records, go to Control Panel,Tables, and edit the subledger Fixed assets Media Type table.