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Users can support data by attaching documentation files and/or Active Workpaper files to entries such as book/tax differences, payable, and intercompany transactions.
The manage attachments icon appears after data is entered and saved.
| • | Users can choose these buttons to attach files. |
| • | Enter a description and attach one or more files for the attachments and comments page. |
Note: Users must complete the description field; otherwise, the add option is unavailable to add attachments.
| • | The user who attached the file along with the date and time are displayed in the attachments and comments screen. |
| • | On the data entry screens, an attachment icon is highlighted in yellow on the same line as the adjustment. |
| • | When users select the option With Attachments, all attachments roll over with the dataset. |
| • | Active Workpapers automatically roll over with a dataset. |
| • | Users can find the list of attachments in the Attachments Review report. |
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