Attachments make it possible to link one or more files to a record in Sapera — for example a voucher, a customer, a supplier or a product. It is used to gather relevant documentation in the right place, e.g. a scanned invoice, a contract, an image or a spreadsheet.
Attachments are found in many places in Sapera. On a voucher they are located on the “Attachments” tab, and files can likewise be linked to customers, suppliers and products, among others.
Add: Upload one or more files via “Attachments” on the record. You can attach several files to the same record.
View/download: Click an attachment to open or download the file.
Remove: An attachment can be deleted again if it is no longer relevant.
Sapera automatically generates a PDF for certain documents — invoice, purchase invoice and day reconciliation (daily closing) — and attaches it to the associated voucher. The original document can therefore always be found as an attachment on the entry. From the entry archive you can also filter for vouchers where an attachment is missing.
Notes — attach text notes to a record (counterpart to attachments).
Want to know more?
Read more in these related articles:
Notes
This article walks through how to create, edit and manage notes in Sapera, including attaching dates, subjects, users and organizational units.
Voucher dialog
This article walks through how the voucher dialog in Sapera provides a consolidated overview of posted vouchers and their associated entries
Attach a document to a purchase invoice
In this guide we will walk through how to attach a document to a purchase invoice in Sapera.
