How to Access Uploaded Files

This guide explains how to access and manage your Uploaded Files in Exacc. The Attached Files section provides a central location to view all documents uploaded across your organisation - including invoices, receipts, statements, contracts, or supporting files linked to various transactions and contacts.

By using this feature, you can quickly locate, review, or verify files attached by other users and maintain a clear record of supporting documents. Every file in the system is automatically categorised by upload date, file type, and the specific record it relates to - whether that is an invoice, customer profile, supplier account, or purchase order. This organisational structure ensures that you can trace document history, verify transaction details, and retrieve critical information whenever needed.

The Attached Files section is particularly useful for teams working collaboratively, as it provides transparency into what documents have been uploaded, who uploaded them, and where they are stored. Whether you are preparing financial reports, responding to audit requests, or simply need to reference a previous document, this central repository ensures all team members have consistent access to the same information, reducing the risk of miscommunication and duplicate work.

Access Steps

Follow these steps to access and manage your uploaded files in Exacc:

When files are available in the list, you can perform file-related actions directly from the Actions column, such as:

  • •View – Opens the file for preview if supported (for example, PDFs or images)
  • •Download – Saves the selected file locally to your device
  • •Sort columns by clicking the ▲ or ▼ icons beside Uploaded On, Uploaded By, or File Name to reorganise your view

This layout ensures that team members can easily find and confirm the correct supporting documents without navigating through multiple records.

Helpful Tips for Effective File Management

  • •Upload files directly from the relevant Exacc module (e.g. invoices, bills, employees) - these will automatically appear in the Attached Files list
  • •Use meaningful file names, such as Invoice_0001_Jan2026.pdf, for easier searching
  • •Add a short Note while uploading, explaining the document's content or purpose
  • •Regularly review your attached files to ensure key records are backed up and correctly linked

You Are Ready to Manage Your Files!

You now know how to access, view, download, and manage all uploaded files in Exacc. With this centralised file management system, you can maintain organised documentation, quickly retrieve important records when needed, and ensure your business documents are always accessible and properly archived.

Whether you are preparing for an audit, sharing documents with others, or simply keeping your records tidy, the Files section gives you complete control over your document library.