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Add images to Direct Checks after posting.

We would like the ability to go into a Direct Check that has already been posted and add an image after-the-fact. We don't always have all of the information we want attached to the direct check at the time the direct check is posted.

  • Guest
  • Oct 2 2024
  • Already exists
Company Bridgeman Civil, Inc
I need it... Yesterday...Come on already
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  • Admin
    Geoffrey Falk commented
    17 Oct 21:41

    Hello!

    You should be able to add the image to the transaction after the fact today. Here are the steps:

    1. Navigate to GL | Inquiries | GL Detail Analysis Inquiry

    2. Find and highlight the entry with the direct check on it.

    3. Open the DI slider pane.

    4. Drag and drop your image in.


    You should only have to do this on one part of the transaction and it will appear on all other rows.



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