Overview
During a project or close process, tasks often require supporting documents. These documents fall into two categories: Permanent Files and Working Files.
When to use a Permanent File
Use Permanent Files for documents that:
Apply across multiple periods
Rarely change
Are needed as ongoing reference material
Example:
A 5-year loan amortization schedule attached to a Loan Reconciliation task
Once attached, the file will always be included with that task in every close period, making it easy to reference whenever you reconcile the balance.
When to use a Working File
Use Working Files for documents that:
Are period-specific
Change every month or period
Support reconciliation for a single close
Example:
A March 2024 Point of Sale screenshot attached to a Sales Tax Payable Reconciliation task
This file will remain only with the March 2024 close. For April 2024, a new screenshot must be uploaded.
How to Add Files to a Task
You can add Permanent or Working Files at multiple points in the workflow:
While creating a task
Use the attachment icon while adding the task
Upload the file or add a link
After a task is created
From the Task Listing, use the Files column to add:
Permanent Files
Working Files
From the Manage Task screen, open a task and attach files directly
From Financial Review
Hover over any account
Select the attachment icon
Add Permanent Files or Working Files as needed
File Indicators in the Task List
Visual indicators help you quickly identify tasks with attached documentation:
Working Files: The file icon shows a count of uploaded documents or links
Permanent Files: The file icon shows a dot indicator
Files Tab
Each project includes a dedicated Files tab. From this tab, you can:
View all files and links added to the task
See both Permanent and Working Files in one place
