Sage X3 Ideas Portal

Sage X3 - Attachments on Bank Reconciliatoin


  • Guest
  • Aug 4 2025
  • Attach files
  • Guest commented
    04 Aug 08:14

    https://communityhub.sage.com/us/sage_x3/f/general-discussion/248500/sage-x3-bank-reconciliation-and-attachments


    I agree - given this is available everywhere


    How can we add attachments to a bank reconciliation function in Sage X3?

    The attachment button is not available in the bank reconciliation window / function:

    • Even unavailable for a super administrator,

    • Irrespective of statement status (open / closed),

    • Creating a new reconciliation / Saving the reconciliation,

    • User profiles allow for attachments.

    In all other functions we have the attachment button available and can do various type attachments.