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 can choose the related types when you add or edit an attachment.
Before you can add attachments to records, you must establish the types of attachments you will add.
Invoice attachments
To save an invoice attachment, select an active Attachment type. If no attachment types display, you must add a new type (or make an existing type active) from the database view. To add new invoice attachment types, go to Accounts Payable, Configuration, Tables, Media Type.
Vendor attachments
To save a vendor attachment, select an active Attachment type. If no attachment types display, you must add a new type (or make an existing type active) from the database view. To add new vendor attachment types, go to Accounts Payable, Configuration, Tables, Media Type.
Deposit attachments
To save a deposit attachment, select an active Attachment type. If no attachment types display, you must add a new type (or make an existing type active) from the database view.
To add new deposit attachment types in the database view, go to Configuration, Tables, and select Treasury Media Type.
Note: The Treasury Media Type table is available in any subledger that contains Banks: Accounts Receivable, Accounts Payable, Cash Receipts, Payroll, and Student Billing.
Batch attachments
To save a batch attachment, select an active Attachment type. If no attachment types display, you must add a new type (or make an existing type active) from the database view.
To add new batch attachment types, go to General Ledger, Configuration, Tables, Media Type.
Project attachments
To save a project attachment, select an active Attachment type. If no attachment types display, you must add a new type (or make an existing type active) from the database view.
To add new project attachment types, go to General Ledger, Configuration, Tables, Media Type.
Grant attachments
To save a grant attachment, select an active Attachment type. If no attachment types display, you must add a new type (or make an existing type active) from the database view.
To add new grant attachment types, go to General Ledger, Configuration, Tables, Media Type.