RDA Systems Inc

What This Process Does

• This process allows you to a attach a scanned document to a journal entry.  (F.A.S.T Level 3 is required) 

Attaching a Document to a Journal Entry

1. Create the receipt as usual (Finance → Financial Management → Add Journal Entries)
2. Once saved, while still within the Add Journal Entry process, click the Paperclip button.
   1. The screen that follows has the journal entry information automatically populated.
   2. Directory Name defaults from the F.A.S.T Generic Setup Variables or the user's security profile.
   3. Choose the document/scan to attach then select the Monitor Icon (Preview Scan) to view and verify the correct document was selected.
   4. The Scan Name will be changed to a New Scan Name automatically. The name format is: Journal ID.Fiscal Year.Transacton Number.
   5. Click Save when everything is populated.
   6. Click Cancel to exit out of the receipt and generate the audit trail.
3. To access the document that was attached, query the journal entry and click on the Archive tab to view the file.
4. For existing Journal Entries which do not have a document attached, you can attach a document by selecting the Archive tab from the Journal Entry Maintain Screen.