Upload attachments to Sage Journal Entry

Upload workbook attachments to a Sage journal entry when the posted Journal Entry needs supporting files, resulting in the workbook and selected attachments saved on the Sage journal entry.

Workflow

Step 1

Configure the attachment folder

Start in Truewind on Workpaper Agent > Journal Entries, then set the Sage folder path before you post any Journal Entry attachments.

Step 2

Post the Journal Entry

Begin the posting flow only after the draft amounts and accounts look correct.

Step 3

Review the attachments section

A. There is an "Attachments" section B. The workbook is attached as required C. Rename workbook filename.

Step 4

Enter Workbook filename

Type Workbook filename.

Step 5

Save the workbook filename

Keep the workbook name if you want Sage users to recognize the workpaper source from the attachment list.

Screenshot showing Click Save workbook filename

Step 6

Add the attachments

Upload the supporting files that should travel with the posted Journal Entry into Sage.

Screenshot showing Click Add attachments to Upload Other Files

Step 7

Click Post

A. The New File Attached B. Click on Post.

Step 8

Review the Sage attachments

In Sage, confirm the files were saved to the configured folder and attached to the posted Journal Entry record.

Screenshot showing In Sage, you will see attachments saved in the configured attachment folder and in Journal Entry

Step 9

Open the attachment record

Inspect the saved attachment entry in Sage to confirm the files landed in the expected place.

What to verify

The workflow completes with the expected result.
The screenshots match the current product flow.

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