Attaching Supporting Documents to Reckon Accounts Transactions

Overview

If you are working in a non-hosted Reckon Accounts environment, you can use the SmartVault Toolbar to upload and attach documents to Reckon Accounts entries using the following methods:

  • Upload and attach a document stored on a folder on your local computer or a network folder to a Reckon Accounts. 
  • Attach a document already stored in a folder in your SmartVault account to a Reckon Accounts entry.
  • Quickly scan and attach a document to a Reckon Accounts entry using a Fujitsu ScanSnap, Canon imageFORMULA, or a TWAIN-compliant scanner (most scanners are TWAIN-compliant) connected to your local computer.
  • For Outlook 2010 or higher, drag and drop emails, attachments to emails, or both directly to the SmartVault Toolbar.

Dragging Documents from Your Desktop or Using the Paperclip Icon to Attach Documents

  1. Install the SmartVault Desktop Software on your local computer.

      Note

    The SmartVault Toolbar used to attach documents to Reckon Accounts entries is included in the SmartVault Desktop software. For more information, see Installing the SmartVault Desktop Software.

  2. Make sure that the Reckon Accounts company file you are working with has been added to SmartVault.

      Note

    For more information, see Adding Reckon Accounts Company Files to SmartVault.

  3. Verify that you are signed in to your SmartVault account from the SmartVault Desktop software on your local computer.

      Note

    For more information, see Signing in to SmartVault.

  4. Open the Reckon Accounts company.
  5. Open an existing entry or create a new one.
  6. You can either click the Attach paperclip icon or drag a document stored on your computer directly to the SmartVault Toolbar.

Dragging emails from MS Outlook Directly onto the SmartVault Toolbar

  1. Open your MS Outlook mailbox.
  2. Click on the email or the attachment on an email.
  3. Drag the item directly onto the SmartVault Toolbar when you're on a supported Reckon Accounts Desktop transaction.
  4. Ensure you see the Upload Complete message once the document is uploaded.

Attaching a Document Stored in a Folder in the SmartVault Portal

If you want to attach a document stored in a folder in the SmartVault Portal, complete the following steps:

  1. Click the paperclip icon on the SmartVault toolbar.
  2. Click the orange Inbox button in the Attach window.
  3. Select the document from the Inbox or click the All Folders tab to browse to a folder where you have the document stored.
  4. In the Description field, specify a description for the document.
  5. Select the document and click Move.

SmartVault moves the document from its current folder to the appropriate Reckon Accounts document folder under the VaultName\Applications\QuickBooks\Documents folder structure as found in the Portal.

Scanning and Attaching a Document Using a TWAIN-compliant Scanner

If you want to scan and attach a document using a TWAIN-compliant scanner, complete the following steps.

  1. Verify that a TWAIN-compliant scanner is connected to your local computer and turned on. 

      Note

    For more information about TWAIN-compliant scanners, see Supported Scanners.

  2. If you want to create full-text searchable PDFs when scanning, ensure you enable Optical Character Recognition (OCR) capabilities for your scanner.
  3. Under Scanner, select your TWAIN-compliant scanner from the drop-down list.
  4. Place your document into your scanner.
  5. Click Scan. SmartVault scans the document and uploads it to the folder associated with the transaction type.
  6. In the Name field, specify a name for the document.
  7. In the Description field, specify a description for the document.
  8. Click Accept.

Scanning and Attaching a Document Using a Fujitsu ScanSnap Scanner

Before doing this step, verify that your Fujitsu ScanSnap scanner is supported, turned on and that you have configured a SmartVault Toolbar ScanSnap profile for your ScanSnap scanner. If you want to create full-text searchable PDFs when scanning, ensure you enable Optical Character Recognition (OCR) capabilities after creating your SmartVault Toolbar ScanSnap profile. 

  1. In the system tray, left-click the ScanSnap icon and verify that there is a checkmark in front of the SmartVault Toolbar profile.
    Note: If another profile is selected, click the SmartVault Toolbar profile.
  2. Within Reckon Accounts, open a supported transaction, place the document on the scanner, and press Scan on the scanner.
  3. In the Upload dialog, you can opt to use the SmartVault auto-naming feature or use your specific naming convention.
  4. Click Accept.

If you are using a ScanSnap scanner, all you need to do is insert your document into your Fujitsu ScanSnap scanner and then press Scan on your scanner.

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