Documents in Client Accounting

Within each entity, you can use the Documents tab to upload files for reference.

Documents can be

• Permanent: These documents apply to all years for that entity. You can view these documents from all active periods.

• Period-specific: They are linked to specific periods and must be attached to a reconciliation within a workflow.

Uploading a permanent document

A permanent document can only be attached from the Documents tab. Not from within the workflow.

1. To attach a permanent document, go to the Documents tab > Permanent documents.

2. Drag and drop the file or browse the folders on your computer.

Uploading a period-specific document

Period-specific documents are uploaded from a reconciliation workflow. For example, you can attach a document within the Trade debtor analysis reconciliation.

1. To attach a period-specific document, go to the workflow and open the reconciliation.

2. Use any of the paper-clip icons to attach a file.
   

   

You can attach a document to more than one reconciliation in a workflow.

Deleting documents

• Permanent documents can be deleted only from the Documents tab.

• Period-specific documents can be deleted from workflow reconciliation or the period-specific tab in the Documents tab.