ACFR - Document Attachments

Can document attachments be added to ACFR?

• ACFR (Annual Consolidated Financial Report)

• Attachments & Documents

Attachments are now available in the Adjusting Entries and Fund Level Adjusting Entries modules

Documents can be attached to Adjusting Entries and Fund Level Adjusting Entries as of 11/10/2022

https://tylercommunity.tylertech.com/cfs-file/__key/communityserver-blogs-components-weblogfiles/00-00-00-09-56/Attachments.pdf

• In Adjusting Entries, the attachments are stored based on the reference number of the adjustment

  • When you initially add an adjustment it does not have a reference number, so this means the icon will not be available

  • As soon as you save and a reference number is assigned to entry, the paper clip becomes active

  • When you click on the paper clip, the Upload Attachments dialog box will open 

• Attachments in the Fund Level Adjusting Entries work identically to Adjusting Entries

  • The only exception is that the paper clip icon is immediately available when you add a new entry

    • Because the Reference number is assigned as soon as the entry opens, you do not have to wait for the icon to become active.