How to Upload a File

How to Upload a File

The Upload New Files feature is used to provide the user the option to upload a file or files to the application. The user may use this option to incorporate more information.

Use the following steps to Upload a File:

1. If applicable, click on the Upload New Files tab.

Note: Documents or Attachments sections may display Existing Files and Upload New Files tabs, where the upload file feature is available. Others may only display the Upload New Files tab.

2.

To

Then

Choose Files

1. Click on the Choose Files button.

2. Proceed to Step 3.

Drag and Drop files

1. Click anywhere within the dotted box.

2. Click and drag files into the dotted box.

3. Proceed to Step 3.

3. Selected files will display below with the File Name, Size and Progress. click on the x button to remove an unwanted file.

Click on any of the following to return to the previous process being worked:

BUSINESS

ACCOUNTS RECEIVABLE

•How to Create an A/R Account

•How to Create an A/R Invoice

•How to Modify an A/R Account

•How to Modify an A/R Invoice

BUDGET

•How to Approve/Reject a Budget Voucher

•How to Approve/Reject Multiple Budget Vouchers

•How to Create a Budget Entry

•How to Create a Budget Voucher

•How to Modify a Budget Entry

•How to Modify a Budget Voucher

•How to Process Multiple Budget Entries

INVOICE

•How to Create an Invoice from a PO

•How to Create an Online Cheque

•How to Create a Standalone Invoice

•How to Process Online Cheques

•How to Modify an Invoice

JOURNAL VOUCHER

•How to Approve/Reject a Journal Voucher

•How to Approve/Reject Multiple Journal Vouchers

•How to Create a Journal Voucher

•How to Create a Journal Voucher Using a Template

•How to Create a Journal Voucher Using the Copy Feature

•How to Modify Journal Voucher

PURCHASING

•How to Modify a PO

•How to Create a Detailed PO

•How to Create a Summary PO

STOCK

•How to Create New Stock

•How to Modify Stock

REQUISITION

•How to Modify a Requisition