Overview

An attachment is a supporting document (e.g. invoice) linked to a transaction. Attachments can be added across multiple transaction types in the system.

Supported file types: PDF, DOCX, XLSX, PNG, JPEG

Multiple attachments can be added per transaction.

Attachments are stored at transaction level and remain accessible from both Matter and Cash Ledger views.

Where Attachments Can Be Used

Attachments are supported in:

• Matter → Disbursement (Incurred Payment / Purchase)
• Matter → Office Ledger (Post Payment / Post Receipt)
• Requisitions → Purchase / Payment Request
• Purchases → Add Purchase
• Accountant Dashboard → Office Cash Account (Payments / Receipts)

Attachment behaviour is consistent across all modules.

Add Attachment

Matter → Disbursement (Incurred Payment / Purchase)

Step 1

Go to Matters and open the relevant matter.

Always confirm you are in the correct matter before posting financial entries.

Step 2

Select Disbs / Cost Recoveries → New Disbursement

Attachment options only appear after a disbursement type is selected.

Step 3

Open Incurred (Payment) tab and complete payment details.

Step 4 — Attach Document

• Click Upload Files, or
• Drag and drop file

You can attach multiple files before posting.

Step 5

Click Post Payment

Once posted, attachments cannot be edited in draft mode - only added or removed after posting via ledger view.

Matter → Office Ledger → Post Payment

Step 1

Open the relevant Matter

Step 2

Go to Office Ledger → Post Payment

 This method is commonly used for manual postings without requisitions.

Step 3 — Attach Document

• Upload file, or
• Drag and drop

Attachment is stored against the posted transaction, not the upload screen.

Accountant Dashboard → Office Cash Account → New Payment

Step 1

Open Accountant Dashboard

Step 2

Go to Office Cash Accounts

Select the correct cashbook before proceeding.

Step 3

Click Payment

Step 4 — Attach Document

• Upload file, or
• Drag and drop

Matter → Requisition → Payment Request

Step 1

Open Matter

Step 2

Go to Requisitions → New Request

Requisition must be created before attachments are added.

Step 3

Select Payment Request and complete details

Step 4

Click Attach

Step 5 — Upload File

• Drag and drop, or
• Browse files

Attach supporting invoices or approvals before submission for audit clarity.

Step 6

Click Upload

Viewing Attachments

Attachments are available after posting via:

• Cash Account Ledger
• Matter Ledger

Attachments cannot be viewed until the transaction is posted.

Cash Account Ledger

Step 1

Open Accountant Dashboard

Step 2

Select Office / Client Trust Cash Account

Use filters to quickly locate transactions.

Step 3

Open the relevant transaction

Step 4

Go to Attachments tab

Available Actions

Download
Click file name → downloads document

Delete
Click trash bin icon → permanently removes attachment

Add More
Click Add Attachment → upload additional files

Matter Ledger

Step 1

Open Matter

Step 2

Go to Office / Client Trust Ledger → Ledger Entries

Step 3

Open transaction

Step 4

Go to Attachments tab

Available Actions

Download
Click file name → download document

Delete
Click trash bin icon → permanently removes attachment

Add More
Click Add Attachment → upload additional files

Always ensure correct document version is uploaded before posting.

Best Practices

• Attach documents at the time of entry
  Upload supporting files (e.g. invoices, receipts) when creating the transaction to ensure nothing is missed later.
• Verify the correct transaction before uploading
  Attachments are stored against the transaction and cannot be moved between entries.
• Use clear, relevant documents
  
• Avoid deleting attachments unless necessary
  Deleting an attachment permanently removes it and may impact audit trails.
• Use attachments to support approvals
  For requisitions and payments, include supporting documents to streamline approval workflows.
• Check attachments after posting
  Once posted, confirm attachments are visible and correctly linked via the Attachments tab.
• Add additional documents via ledger view if needed