Records throughout Restaurant365 have a button near the bottom of each page labeled 'Upload File'.  This allows the user to upload an attachment to that particular record.


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Uploading attachments to records can be very useful for audit purposes, and is especially useful for AP Invoices.  A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice.


Uploading a file


To upload a file to a record in Restaurant365, click the 'Upload File' button on the record you wish to attach a file to.  This will open a file selector prompt, where upon selecting the file to upload, Restaurant365 will display a success notification that the 'File Uploaded'


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Upon successful uploading of the file, the file name will be displayed immediately below the 'Upload File' button on the record, as shown above.


Delete an uploaded file from a record


To remove an uploaded file, click the 'X' icon immediately to the right of the file name.  This will open a prompt to confirm the deletion of the uploaded file


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If the user clicks the 'Yes' button, the file will be deleted, and a success notification will be displayed.  Notice also that the file no longer appears under the 'Upload File' button


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