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VIew attachments on posted batch

  • 1.  VIew attachments on posted batch

    Posted Jun 11, 2019 06:45 AM
    Can one view attachments to posted batches from Purchasing, Sales and Financial series.

    I have been trying to do that but unfortunately I couldn't.

    Thank you
    Marcus

    Cape Town, South Africa

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    Marcus Mude
    SA Rugby
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: VIew attachments on posted batch

    GPUG ALL STAR
    Posted Jun 12, 2019 08:42 AM
    Hi @Marcus Mude

    Yes, you should be able to see the attachments when you drill down into the individual transaction....if:

    • You are currently attaching documents
    • You have the proper security access

    If you know they are attaching documents you may need to request the security to see the documents, if they are not currently attaching then once you start you'll be able to see them.

    Also, ask how they are attaching - if it is at the "Notes" level and not the blue paperclip you need to open the notes to drill down to the attachment:





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    Academy - Online Interactive Learning from Experts


  • 3.  RE: VIew attachments on posted batch

    Posted Dec 09, 2019 02:00 PM
    Hi @Marcus Mude & @Jo deRuiter,

    Does this only work if the attachment has been attached to each individual transaction?  We have been attaching at the transaction level but GP allows you to attach at a batch level. I just cannot ​figure out how to see a batch that has posted.  Many of our batches consist of multiple transactions that each have the same supporting documents so attaching the support to the entire batch would save a lot of time.

    Casey

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    Casey Anderson
    Goodwill of Greater Washington
    washington DC
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: VIew attachments on posted batch

    Posted Dec 18, 2019 12:03 PM
    I have the same question as Casey. Is there a way for us to view the attachments made through the notes icon for a batch after the batch has been posted? Just like Casey explained it would be more efficient for us to be able to attach backup at the batch level instead of the individual transactions as we may have a thousand transactions within a batch but they all share the same backup file. Mostly thinking of CM transactions for me personally. However, our manager would like to be able to attach her approved GL Posting report after she has signed it to the batch notes for audit purposes.



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    Crissy Wolverton
    Teck American Incorporated
    Spokane WA
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    Academy - Online Interactive Learning from Experts


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