As part of the improvements we're doing, we've made sure that you won't have to leave Access Financials when you want to access documents but can do so from within the same screen.
Within documents, you're able to:
Search
Upload
Download
Preview
Delete
Documents also supports the following file types:
jpg
png
pdf
tiff
tif
jpeg
gif
svg
Note: You can view all your documents via the Documents tab without leaving Access Financials.
Upload a document for a customer
Click Debtors then click Customers.
All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the customer you wish to work with.
The Action Panel automatically opens from the right-hand-side of the screen.
Click the Documents tab then click Select File.
Navigate on your laptop or PC to the document you wish to upload.
Select the document by double clicking or drag and dropping into the designated area on your Documents tab.
Your document is now uploaded, and the Documents tab is refreshed to display the new document.
View a list of uploaded documents for a customer
Click Debtors then click Customers.
All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the customer you wish to work with.
The Action Panel automatically opens from the right-hand-side of the screen.
Click the Documents tab to view all uploaded documents display for the selected customer.
Preview uploaded documents for a customer
Click Debtors then click Customers.
All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox next to the customer you wish to work with.
The Action Panel automatically opens from the right-hand-side of the screen.
Click the Documents tab.
All uploaded documents are displayed for the selected customer.
Click the document
icon to preview the document.
Download documents for a customer
Click Debtors then click Customers.
All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox next to the customer you wish to work with.
The Action Panel automatically opens from the right-hand-side of the screen.
Click the Documents tab.
Select the checkbox in front of the documents you want to download.
Click the
icon then select Download.
The documents download, and you can open those from either the top or the bottom of the screen depending on your browser.
Delete documents for a customer
Click Debtors then click Customers.
All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox next to the customer you wish to work with.
The Action Panel automatically opens from the right-hand-side of the screen.
Click the Documents tab.
Select the checkbox in front of the documents you want to delete.
Click the
icon then select Delete.
Click Yes.