How to Add an Attachment to a Recurring Journal Entry

This guide explains how to add and remove file attachments for recurring journal entries. Adding attachments ensures that supporting documentation is always linked to your scheduled accounting tasks.

This process is designed for accountants and financial controllers who manage recurring entries in the general ledger. Use this workflow when you need to provide backup documentation, such as spreadsheets or receipts, for specific journal entries.

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Uploaded file will be added to that particular transaction

If you need to replace or remove a previously uploaded file, you can delete it directly from the entry.

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The Attachment feature allows users to maintain supporting documents with Recurring Journal Entries, improving record-keeping and providing easy access to relevant files.