How to attach files in Finale

Overview

Finale Inventory now allows users to attach files to various transactions, including bills, sales invoices, purchases, transfers, returns, and supplier credits. This feature enables you to store and manage important documents directly within your cloud-based system.

Where You Can Use File Attachments

• Bill
• Bill Payment
• Sales Orders
• Invoice
• Invoice Payment
• Transfer Order
• Return
• Supplier Credits Memo

Video Tutorial

Watch our step-by-step tutorial on how to use file attachments in Finale Inventory:

Attaching a File to a Purchase Order

1. Select the Purchase Order

• Navigate to the Purchases section in Finale Inventory.
• Choose the purchase order you wish to attach a file to.

2. Change the Order Status to Draft

• Scroll down to the bottom of the screen.
• Locate the Attachments section.
• If the order is not in a Draft state, update the status to Draft before proceeding.

3. Upload a File

• Once the order is in Draft status, scroll back down to the Attachments section.
• Click on Browse to select a file from your computer, or drag and drop the file into the designated area.
• Select the file you wish to upload and click Open.
• The file will now be uploaded and stored in Finale Inventory.

4. Viewing the Uploaded File

• Once the file is uploaded, scroll down to the Attachments section.
• Click on the file name to preview it within Finale Inventory.

Removing an Attachment

If you need to remove an attached file, follow these steps:

1. Refresh the screen to ensure the most up-to-date view.
2. Scroll down to the Attachments section.
3. Click the Red X next to the file you want to remove.
4. Confirm the deletion, and the file will be removed.
5. Ensure that you save your changes before exiting.

Need Help?

If you have any questions or need further assistance, feel free to contact us at service@FinaleInventory.com.

Thank you for using Finale Inventory!