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Unable to add incoming document to general journal

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Posted on by 130

Hi everyone,

I have created a general journal from the bank statement lines in a bank acc reconciliation.

I would then like to add an incoming document to each of the lines as I code them.

However, the option to add an incoming document is greyed out.

What do I need to do to make this option available?

pastedimage1668583601134v1.png

All the Incoming documents I want to use are listed in Incoming Documents: Do I need to do something else here?

pastedimage1668583772414v2.png

Many thanks for your help.

  • Verified answer
    crawlenj Profile Picture
    crawlenj 130 on at
    RE: Unable to add incoming document to general journal

    Update:

    So it seems that although I use the FactBox to attach a document, you don't use the FactBox 'Incoming Documents' to link to an incoming document item.

    Instead you need to use the Incoming Document action in the menu bar.

    Who knew?!

  • Marco Mels Profile Picture
    Marco Mels on at
    RE: Unable to add incoming document to general journal

    Hello,

    You first need to attach a  file, after that Incoming Documents becomes available.

    Hope it helps.

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