Linking a Document to a Journal

View - Accounting - Journal Entry

You can link a document to a Journal, for example if you wish to scan the journal documentation, and later be able to open it from the program. The document can be linked to the journal both from the journal entry and the nominal ledger.

Note! If you do not see the button Linked document in the nominal ledger, it is because you have not selected this setting in the user settings for journal entry under the Function tab.

How to link a document to a journal in the Journal Entry

Enter a journal in the normal manner in the Journal Entry module.
Click Save when the journal balances.
Click the Linked document button.
Click Link document.
Select the correct document from your computer or from another machine in the network and click OK.
Click OK.

The document now links to the journal.

Later you can open the document directly from the journal by choosing Linked document. You can also open the document from the nominal ledger by marking the journal in the nominal ledger and clicking Linked document at the top of the tool bar.

You can also link a document to the journal from the nominal ledger. You can do this by marking the journal in the nominal ledger, selecting Linked document, and then choosing Open document.

It is not possible to link more than one document. If you want to link a different document, click the Linked document button and select Delete document.

Document Directory

The documents which link to a journal are copied to the data location. From the document directory, go to Documents\journals\[year] to find the document.

Tip! You can open the document directory by selecting File - Database Utilities - Go to the Company database's document directory.