How_do_I_add_the_Attachments_column_to_Account_Inquiry_

How do I add the Attachments column to Account Inquiry?

Add the Attachments column to show a paperclip when a transaction has an attachment tied to it. You can add the Attachments column to the following tabs in Account Inquiry: Detail tab, Budget tab > Budget Transactions subtab, and Transactions tab.


Watch a video

Watch this video to see how to add the Attachments column.  

 

 

Adding the Attachments column

1. Open Connect General Ledger > Accounts > Account Inquiry.

2. Choose a tab.

  • Detail tab

  • Budget tab > Budget Transaction subtab

  • Transactions tab

 

3. Right-click on the column header row and select Column Chooser.


The Drag and Drop Columns dialog box displays on the screen.

Drag and Drop Columns


4. Click and drag Attachments to the column header row.

The Attachments column is added to the column header row. To save your changes, right-click on the column header row and select Save Layout.


 

 

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