Attach a Document to a Transaction

From the Toolbar, select the Ledger that contains the transaction you wish to attach a document to.

Right click and select Transaction Search.

Enter the details of the transaction and find it.

Right click the transaction and select View Transaction.

Select the Documents tab.

Right click and select Document Archive Options.

Select Attach External Document.

Select the relevant Document Type and select Next.

Now select the File Path which contains the file you want to attach.

Select Next and then select Next again.