File Attachments Overview

Certain AptaFund windows allow you to upload and attach one or more documents to the records in the window.

The records can be in any state — enabled, disabled, new, submitted, voided, etc.
Maximum file size is 5MB.
The size of the folder containing the uploaded files will be capped at 1GB with the option to purchase additional space.

The table below lists the forms to which files may be attached and gives some examples of files you may wish to upload.

Click the following links for instructions.

Module	Window	Form	Attachment Examples
Accounts Payable	Vendor Invoice	Invoice	Invoices
Accounts Receivable	Cash Receipts	Batch	Deposit slips, receipts
Banking	Bank Account Management	Bank Account Detail	Monthly statements
Capital Assets	Asset Management	Asset	Insurance information, sale of asset, acquisition or disposal of asset
Customer Management	Customer Management	Customer	Contracts
General Ledger	Journal Entry - Actual, Budget, or Encumbrance	Journal Entry	Any supporting documentation for manual journal entries
Human Resources	Manage Employees	Employee Detail	Resume, contracts, certifications, W-4
Purchasing	Purchase Order	PO	Quotes
Purchasing	Purchase Requisition	Requisition	Quotes, screen captures of shopping carts
Purchasing	Order Receipt	Order Receipt	Packing slips, photos of damaged items
Vendor Management	Vendor Management	Vendor	W-9, contracts
Warehouse	Product Management	Product record	Vendor information, cost to district

Still need help? Click the links at the top to email Support or access the AptaFund Team Support website