Announcements
CBM payment / deposit entry does not has document attach function, and there is also no notes function to allow document attachment.
any clue?
I do not see any 'attach' capability available in the CBM deposit entry or payment entry windows. This would be a great product suggestion to enter in the Ideas link below for future consideration:
experience.dynamics.com/.../
Doc Attach/notes are not available in all windows. Here is a good article on the evolution of it. You can see that only specific windows are added for each version:
community.dynamics.com/.../doc-attach-placeholder
Sorry I didn't have better news for you on this.
Cheryl
Dynamics GP support
You can have this as a custom solution for certain type of documents where you need this option.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SajeedMullaji 312
André Arnaud de Cal... 284 Super User 2026 Season 2
Martin Dráb 258 Most Valuable Professional
