Features:

• Centralize all documents in a single place the document module
• Benefit from the document module features like indexing and search by content and OCR
• Ability to store documents in a custom folder structure:
  • By Journal- will create a folder for each Journal under the Finance folder.
  • By Journal/Journal entry- will automatically create folders of the journal and subfolders for every entry related to this specific journal.

Process & configuration:

• Go to Documents -> Settings -> Accounting Section
• By default, there is a workspace you need to select for the users accounting documents and Journals to configure as shown before to determine each journal where to save its related attachments.

• A new Option is added for not using these Journals anymore and instead choose folder structure for saving the attachments as documents in the document app.

• Selecting By Journal will create a folder for each Journal under the Finance folder.


• For By Journal/Journal Entry automatic creation for folders of the journal and subfolders for every entry related to this specific journal.


• Note that all above-mentioned workspaces (folder) will be created under the workspace selected in the settings.