If needed, you can unlink the file here from the transaction. Click the image icon to view the attached files. In your list of uploaded documents, you can edit the description, if needed. Once you have attached your file(s), a new “image” icon will appear before the description. You can also drag and drop multiple files at a time by holding down the.PDFs and other document file types will not display a preview. Note that previews only work with image files such as. Click the preview icon at the end of the row to see a thumbnail of the file.The green “Linked” checkmark means the file is already attached to a transaction.Things to note about the “Select from Uploads” list:.2022 by guest Kindle File Format 2014 Ebr School Calendar As recognized. If needed, you can attach more than one file at a time by checking the box in front of each file. Engineered for small businesses, CheckMark Payroll software for Macintosh and. You can attach files that you have already uploaded on the “Select from Uploads” tab.You can upload a new document on the “Upload File” tab, one file at a time.You can attach documents to the following types of transactions: Click the trashcan to delete the attachment. Click to see transactions that have been linked to this document Anyway, you will find business ledger when you type. If this document has already been linked to a transaction, the “Show Transactions” link will display. Calculate, file, and pay payroll taxes accurately and effortlessly. You can also change the upload date range at the top of the page and click “Search.” Managing Your List of Documentsīy default, the list will show your most recently uploaded documents in the past 30 days, but you can sort by each column by clicking the column name. CheckMark Payroll version 8.0 and higher has the ability to create an electronic file based on the Federal Format. The new document(s) will now appear in your list. Most commonly used file types are allowed, including. To add a new receipt or document, click “Upload Documents.” Search for the file on your computer, and click “Upload.” You can also drag and drop multiple files at a time by holding down the “Ctrl” key and selecting all of the files you want to upload. This page will show your main list of all receipts and documents you have added. In the main Accounting menu, go to “Receipts & Documents.” Managing Your Accounting Receipts and Documents in Patriot Software Uploading Documents Works with the current CheckMark Payroll and imports data for employees who need a 1099. If you have added users, this is a permission based setting. This feature is only available for Accounting Premium customers. You can easily attach them so you can view them for reference later. Accounting Training Managing Your Receipts and Documents BackgroundĪs an Accounting Premium customer, you may want to upload copies of receipts or documents that correspond with various transactions in the software.
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