The "Attachments" option can be found in some of the application's sub-menus and is useful when you want to store documents related to your transactions. In essence, Elorus works like cloud storage service and each file can reach up to 3MB in size. By pressing the "Attachments" button that exists within each record's page, you can upload as many files as you wish (one at a time), making sure they do not exceed this size.
This function is available:
- for each contact
- for each purchase or sales document, debit or credit
- for each estimate
- for each receipt / payment
Especially for purchase documents, this feature is important because it allows you to store documents online from your suppliers to Elorus, in a digital form. This requires the vendor to send you an electronic document (PDF, image, etc.) or scan the printed invoices and then attach them to the purchase invoices.
Moreover, concerning sales documents (debit/credit or estimates) attachments appear as an option when sending an email to the contact, as well.