Add a Document to an Order

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Add a document via drag and drop

To add a document to a purchase/expense order, view the order, then drag and drop the file (from the drive/network) directly onto it.

Info

This option is not available for Jim2 Cloud users.

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

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Add a document from clipboard

Right click on the document and select copy.

With the purchase/expense in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

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Once added, the document will be accessible via that purchase/expense’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the purchase/expense. That number will increase as more documents are added to the purchase/expense.

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the order's Documents tab, as follows:

▪open the order in Add or Edit mode

▪go to the Documents tab in the footer

▪select Add New, or Link Existing

▪select the document from the list.

See Add or Link Existing Document for more detailed information.

Unlink/delete a document from a order

Unlink a document (ie. remove the link) or delete a document from a order in this manner:

▪open the order in Add or Edit mode

▪go to the Documents tab

▪select the document from the grid

▪select Delete Document or Remove Link.

See Add or Link Existing Document for more detailed information.

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

Further information

Purchases Security

Debtors Purchase Orders

Expenses at a Glance

Purchases at a Glance

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid

Purchase Order Approval Process

Purchase Order Stock Grid

Purchase Order Reports

Purchase Order List

Purchase/Expense Preview Pane

Purchase List Header

Expense Order Stock Grid

Opening Balance Purchase Order

Add a Negative Expense Order

Add a Purchase Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Backorder Purchase Order

Add Comments to a Purchase/Expense Order

Add Freight to a Purchase Order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar PO

Create a PO Template

Create a Purchase Order List

Enter Serial Numbers

Fix Incorrect Pricing after PO Finished

Handle Employee Reimbursements

Handle a Credit for Freight Charged

Link a Job to a Purchase Order

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase Consignment Stock

Receive Consignment Stock

Record One Invoice Number on Multiple POs

Record Overseas Purchases, GST, Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into a Purchase Order

Staff Purchases

Unprint Purchase/Expense

Vendor Price Breaks

View or Edit a Purchase/Expense