FAQ > Portals
What kind of scanned attachments can be shown and for what documents?
You can attach scanned documents to any Income or Expense transaction. You can scan and attach one document per Income or Expense transaction with file size less than 800 KB. To publish the attachment on the portals you could do it for the following documents.
- Owner Report – you can scan and attach for any Income or Expense transaction and publish that with the owner report on Owner Portal.
- Vendor Report – you can scan and attach for any Expense transaction and publish that with the vendor report on Vendor Portal.
- Rent Receipt – you can scan and attach for any Income or Expense(made due from tenant) transaction and publish that with rent receipt on Tenant Portal.
To publish an attachment with Owner Report, follow these steps:(similarly you can do it for Rent Receipts(Tenant Portal) and Vendor Report(Vendor Portal)):
1.On the Worksheet Page next to the cell there are 2 icon. click on the icon with the paper clip.This will open a new popup window.
2. Choose the file you want to attach and check on the checkbox on which Portal you want it published.
3. Now you can publish this attachment along with the owner report on the “Owner Portal”
4. To Publish it on Owner Portal, follow these steps.
a. Goto to Owners tab and click on Generate Owner Report. This will open a new window.
In this window, you can select the tenants, customize your email text, select the time period for the selected owner to publish the report and click on the Publish Report button.
Your document along with the attachment for the time period is published on the Owner Portal
