Rules for New Images

You can add files to a transaction using the Attach or Batch buttons. The following rules apply when a new image is added:

  • When uploaded, images are renamed based on the current year and current next image count. Example: AR Cash Receipt 12345
  • If the Document Imaging Installation option to Store images by year and period is selected, a directory is created where the new images will be stored.
  • The new image is stored on the server in the drawer override path. If no path is specified for the drawer, then the cabinet path is used. If no cabinet path exists, then the default path for the company is used.
  • When multiple images are added to a transaction, a default description will be assigned to each subsequent image. Example: AR Cash Receipt 12345 (2)