Adding Attachments to Vendors and Customers

You can upload and store electronic file attachments to your vendor and customer records in Patriot Software, such as copies of receipts or bills. Files with the following extensions can be attached: .txt, .doc, .docx, .jpg, .jpeg, .png, .gif, .pdf, .rtf, .xls, .xlsx, .csv, .tif, .tiff, .pages, .numbers, .odt, .ods.

添加一个一个ttachment to a vendor record:

Accounting > Payables > Vendors

  1. 列表中的供应商,select the vendor name.
  2. Click theAttachments linkon the vendor record.
  3. Click the添加附件link. A popup window will appear.
  4. ClickChoose File, and find the file on your computer.
  5. Enter an optionaldescriptionfor the file.
  6. Click添加附件.

The attachment will now appear in the list. Click the Name to download and view the attachment.

If you need to make a change to the attachment name, you will need to delete the attachment and add it again.

添加一个一个ttachment to a customer record:

Follow the same procedure to add an attachment to a customer record by going toAccounting > Receivables > Customers > Customer Name > Attachments.

Baidu