Automatically Associate a Document with a Transaction

You can automatically associate a document with one or more transaction lines as you enter them on the grid.

To automatically associate a document, complete the following steps:

1. Click the Upload Document button in the Document column on the transaction grid.
2. On the Supporting Document dialog box, select the documents that you want to associate with additional transactions as they are entered on the grid and click the Associate with new option next to each document.
3. Click OK.