Available on: Accounting Basic and Accounting Premium
You can upload and store electronic file attachments to your vendor and customer records in Patriot Software, such as copies of receipts, bills, or a customer's sales tax exemption certificate. Vendor and customer attachments are available on both Accounting Basic and Accounting Premium. 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.
To add an attachment to a vendor record:
Accounting > Payables > Vendors
In the list of vendors, select the vendor name.
Click the Attachments link on the vendor record.
Click the Add Attachment link. A popup window will appear.
Click Choose File, and find the file on your computer.
Enter an optional description for the file.
Click Add Attachment.
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.
To add an attachment to a customer record:
Go to Accounting > Receivables > Customers and select the customer name.
Click the Attachments link on the customer record.
Click the Add Attachment link. A popup window will appear.
Click Choose File, and find the file on your computer.
Enter an optional description for the file.
Click Add Attachment.
The customer attachment will now appear in the list. Click the Name to download and view the attachment. To change a customer attachment's name, delete the attachment and add it again.