Documentation, analysis IS

Analysis IS - Documentation is located under both Period closing and Year-end closing.

Under Analysis IS - Documentation you can add documentation as basis for your income statement accounts. You are only able to add external documentation.

To add external documentation to an account, select Documentation - Add documentation or click on the paper clip icon on the selected account's row in the overview.

You can connect the documentation to several accounts, but the first account must belong to the account group under which the documentation was added.

You can also link external documentation to an account group. You do this by not selecting a specific account on the documentation.

The supported file types are PDF, Word, Excel and image files. Note that if you download a Word or Excel file for editing, you must remove the old file before you upload the updated version.

If you choose to copy the documentation with data to a future period, all of its attachments are copied.

To delete an attached file, click on the trash bin next to the file.

An external documentation can also be created from the Account analysis dialogue, which is opened when you click on an underlined amount (which means that the account has journal entries attached to it). Open the attachment that you wish to add to an external documentation and select Add to document in viewing mode.