Follow these steps to attach a remittance document to a sales ledger cash posting in Safe Financials.
Open the Safe Financials toolbar.
Click Sales Ledger.
Click Postings.
Create the batch in the normal way.
Right-click and select Add Items to the Batch.
Click the Document tab.
Right-click and select Document Archive Options.
Click Attach External Document.
Enter the Document Type — you can use the ellipsis to select it.
Click Next.
Select the file to archive — you can use the ellipsis to find it.
Click Next.
On the Document Retrieval Keys and Identification stage, enter any additional information if required.
Click Next, then click Apply to save.