How do I add files? (Vendors)
Add PDFs, Word docx, Excel spreadsheets, and images to a vendor record.
Adding an attachment to a vendor
1. Open Connect Accounts Payable > Vendors > Setup New Vendor or Modify Existing Vendor.
2. Click to select the Attachments tab.
3. Click Add a New Attachment button.
Add a New Attachment button
4. Enter a description and file name.
Description box and File Name box
Removing an attachment from a vendor
1. Open Connect Accounts Payable > Vendors > Setup New Vendor or Modify Existing Vendor.
2. Click to select the Attachments tab.
3. Use the Description pane, on the left, to select an attachment.
Description pane
4. Click Remove the Selected Attachment button.
Remove the Selected Attachment button
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