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Microsoft GP Update - Document Attach Available in Bank Reconciliation

by Rebecca Webster on

Attach Documents in Bank Reconciliation?

Yes! More Doc Attach! Now you can attach documents related to your bank transactions to help you keep a more detailed history.  

Document Attachments are now available to use in the Bank Deposit Entry window, and Bank Transaction Entry window.  To use this feature, you must first enable Document Attachments in your Microsoft Dynamics GP company. 

Go to the Microsoft Dynamics GP Reports menu, point to Tools, point to Setup, Point to Company, then click on Document Attachment Setup and mark the option to Allow Document Attachments.

Once enabled the following windows in Microsoft Dynamics GP will display a paper clip on the top menu for adding and viewing Document Attachments.

  • Bank Transaction Entry
  • Bank Deposit Entry
  • Bank Transaction Entry Zoom
  • Bank Deposit Entry Zoom

The following is an example of the Bank Deposit Entry window without a document attached yet. 

The following is an example of the Bank Deposit Entry Zoom with a document already attached to it. 

For more information on any of the above, you can get in contact with one of the team at Nolan Business Solutions through the information provided below.

Email: info@nolanbusinesssolutions.com

Phone: 01252 811 663