{"id":1327,"date":"2020-07-20T15:22:44","date_gmt":"2020-07-20T15:22:44","guid":{"rendered":"http:\/\/ajuda.grupopzm.com.br\/?p=1327"},"modified":"2020-07-21T23:34:31","modified_gmt":"2020-07-21T23:34:31","slug":"how-to-manage-attachments-of-supporting-documentation-in-the-reconciliation-template","status":"publish","type":"post","link":"https:\/\/ajuda.grupopzm.com.br\/index.php\/en\/2020\/07\/20\/how-to-manage-attachments-of-supporting-documentation-in-the-reconciliation-template\/","title":{"rendered":"How to manage attachments of supporting documentation in the Reconciliation Template?"},"content":{"rendered":"\n<p>It is possible to make the upload of attachments containing spreadsheets, print screen, emails and others by the analyst, to support the reconciliation and consult the ones involved in the approval process.<\/p>\n\n\n\n<p><em>*Only the analyst can attach and exclude files in the reconciliation template.<\/em><\/p>\n\n\n\n<p>*The formats compatibles to upload are ZIP and PDF.<\/p>\n\n\n\n<p>Access the reconciliation template of the respective account. Before making the upload all documents must be compacted in a ZIP file. Click the Insert Attachments button and select the file that you wish to upload.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/4-1-4.png\" alt=\"\" class=\"wp-image-2399\" width=\"823\" height=\"140\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/4-1-4.png 972w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/4-1-4-300x51.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/4-1-4-768x131.png 768w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/4-1-4-150x26.png 150w\" sizes=\"(max-width: 823px) 100vw, 823px\" \/><\/figure>\n\n\n\n<p>Click &#8216;Choose File&#8217; and then &#8216;Import File&#8217;.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/5-1-4.png\" alt=\"\" class=\"wp-image-2400\" width=\"639\" height=\"321\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/5-1-4.png 619w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/5-1-4-300x151.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/5-1-4-150x75.png 150w\" sizes=\"(max-width: 639px) 100vw, 639px\" \/><\/figure>\n\n\n\n<p><strong>How to exclude files?<\/strong><\/p>\n\n\n\n<p>Click &#8216;Insert Attachment&#8217; button in the documents manager tab and select the files that you wish to exclude marking the checkbox on the left. Click &#8216;Update&#8217; and &#8216;Close&#8217;.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/6-1-2.png\" alt=\"\" class=\"wp-image-2401\" width=\"700\" height=\"359\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/6-1-2.png 612w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/6-1-2-300x154.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2020\/07\/6-1-2-150x77.png 150w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<p><em>*After attaching a file, all users with granted access to the reconciliation template can view it and download it.<\/em><\/p>\n\n\n\n<p><em>*Only the analyst can attach and exclude files.<\/em><\/p>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>It is possible to make the upload of attachments containing spreadsheets, print screen, emails and others by the analyst, to support the reconciliation and consult the ones involved in the approval process. *Only the analyst can attach and exclude files in the reconciliation template. *The formats compatibles to upload are ZIP and PDF. Access the ..<\/p>\n<div class=\"clear-fix\"><\/div>\n<p><a href=\"https:\/\/ajuda.grupopzm.com.br\/index.php\/en\/2020\/07\/20\/how-to-manage-attachments-of-supporting-documentation-in-the-reconciliation-template\/\" title=\"read more...\">Read more<\/a><\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"categories":[1352],"tags":[3283,3297],"class_list":["post-1327","post","type-post","status-publish","format-standard","hentry","category-accounting-reconciliation","tag-reconciliation-templates","tag-support-documentation"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":0,"sum_votes":0},"_links":{"self":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/1327"}],"collection":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/comments?post=1327"}],"version-history":[{"count":7,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/1327\/revisions"}],"predecessor-version":[{"id":2457,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/1327\/revisions\/2457"}],"wp:attachment":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/media?parent=1327"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/categories?post=1327"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/tags?post=1327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}