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MS Nav attachments-Help

Posted on by Microsoft Employee

Hello,

We normally attach a pdf copy for all posted invoices and I tried to remove the one I just attached to a posted invoice by going to the setting (the one that looked like 3 wheel) and I lost all the attachments for that vendor for all the posted invoices and also I'm unable to attach a pdf.  How can find all the attachments and how can I attach a pdf again?

Thanks in advance!

Ge

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MS Nav attachments-Help

    I'm gonna try that on Monday and let you know how it goes.  I was scared that I removed everything.

    Thanks!

    Ge

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,640 on at
    RE: MS Nav attachments-Help

    I believe the factbox is removed from the page but not the attachments, customize the page and go to Factboxes section and add the Incoming Attachments or you can view the Incoming Attachments from the action on the Posted Invoice.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MS Nav attachments-Help

    I used to have this button that says attach files under Notes and incoming document files and after I removed the attachment because I want to replace it, it disappeared and all the other attachments for the vendors are gone.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,640 on at
    RE: MS Nav attachments-Help

    How are you attaching the documents to the Posted Invoices? 

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