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Home > SmartVault Reckon Integration (AUS) > How To Guides > Attach a Document in the SmartVault Inbox to a Reckon Accounts Entry

Attach a Document in the SmartVault Inbox to a Reckon Accounts Entry

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Overview

With our award-winning SmartVault Toolbar that integrates with Reckon Accounts Desktop, you can attach a document in your SmartVault Inbox to any supported Reckon entry.

Steps

  1. Open your company file and navigate to the entry you want to attach your document to. (or create a new entry) For this tutorial, I'll use a bill from a vendor.
  2. Click the Attach icon at the top of the SmartVault Toolbar to access the Attach Document dialog. Click Inbox to select your document.

    RA_Toolbar_w_Open_Entry2.PNG
     
  3. QB_Attach with Inbox.jpg
     
  4. Select your document and click Move.

    QB_attach with inbox2.jpg
     
  5. If the location of your document does not automatically appear, select Browse or click the black icons to move through the folders in your account.
  6. Now when you access the bill in , you'll notice the View Documents icon in the Toolbar has a 1 by it. This indicates the number of documents attached to the entry.

    QB_number badge icon.jpg

 

For a complete list of the Desktop transactions that support attaching documents, see Supported Reckon Accounts Transactions.
 

Considerations

  • Documents are not stored locally are only associated through a unique id in SmartVault. All documents reside on the SmartVault servers.
  • Troubleshooting Guide: Reckon Accounts Toolbar
  • User must have Full Access (RWCD) permissions on the <VaultName>Applications\QuickBooks\Documents folder in SmartVault to move and attach documents in the SmartVault toolbar.
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Last modified
13:05, 31 Mar 2016

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