I am trying to attach documents to vendor files -- i.e. W-9 -- but I cannot get the file to the vendor screen, the document ends up under "My documents". Is there a way to do this?
Here is the current process -- I go to the vendor section, place the cursor next to the vendor and then go to "incoming documents" (on the right hand side) Then I choose create from file -- to upload the file. After I select the document, the system places the file under My documents. When I go back to the vendor, there are no documents attached to the vendor.
BTW -- I have used this feature for general journals and it works fine. I just don't seem to be able to do it for the vendor files.
Thank you