Available on: Accounting Premium only
Patriot Accounting Premium lets you upload and store electronic files directly on a vendor record. This is useful for keeping copies of bills, receipts, contracts, or other vendor documents organized in one place.
The following file types are supported: .txt, .doc, .docx, .jpg, .jpeg, .png, .gif, .pdf, .rtf, .xls, and .xlsx.
How to Add an Attachment to a Vendor Record
Navigate to Accounting > Vendor Tasks > Add/View Vendors.
In the vendor list, click the vendor's name.
Click the Attachments link on the vendor record.
Click the Add link in the top right corner.
Click Choose File and locate the file on your computer.
Enter an optional description for the file.
Click Add Attachment.
The attachment will appear in the attachments list. To download and view an attachment, click the attachment name.
Editing or Removing an Attachment
Patriot does not support renaming an attachment after it has been uploaded. To change an attachment's name, delete the existing attachment and upload the file again with the correct name.