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Linking an external document to an account

You can link documents that are specific to an account to the corresponding account. For example, you can link a bank statement to the bank account, or a contract to an asset purchase can be linked to the specific asset account.


To link an external document to an account
  1. Go to the client’s Client Accounting > Trial Balance (Workpapers) tab and click a period in the Select Period section.
  2. On the TASKS bar, click Open Period. The table for the period appears. See Opening an existing period.
  3. Click the Non-account specific documents checkbox. This is the first item listed in the table.
  4. On the TASKS bar, click Link Document. The Link External File window opens.
  5. Select an Account value.
  6. In the Select external file section, click Browse. The Attach External File window appears.
  7. Navigate to the location where the file is stored and find the file.
  8. Click Open.
  9. If you want to include the document in the next rollover period, click the Rollover this document to the next period checkbox. During rollover, the previous workpapers period is used as a base. The link to the document will be recreated and included on the same account in the next period.
  10. Click Link. The external file is linked to the period. The external file is displayed as a sub-row below Non-account specific documents in the table. A paperclip icon
    identifies a linked document.



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