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 |
Invoice |
Invoices |
|
Accounts Receivable |
Cash Receipts |
Deposit slips, receipts |
|
Bank Account Detail |
Monthly statements |
||
Capital Assets |
Asset |
Insurance information, sale of asset, acquisition or disposal of asset |
|
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 |
Resume, contracts, certifications, W-4 |
|
Purchasing |
PO |
Quotes |
|
Purchasing |
Requisition |
Quotes, screen captures of shopping carts |
|
Purchasing |
Order Receipt |
Packing slips, photos of damaged items |
|
Vendor Management |
Vendor |
W-9, contracts |
|
Warehouse |
Product Management |
Product record |
Vendor information, cost to district |