When we link a Document in AP, it carries the link to the GL Accounts when the data is retrieved into GL.
But this only happens if we drop the Document onto the Invoice entry, before we post the Invoice in AP.

My client will sometimes link the Document in AP after the Invoice has been posted.
This works in AP, but the document does not carry over to the GL Accounts in Ledger (since the transaction was posted earlier).

I know that we can always open Ledger and link the Document to the appropriate GL Account . But this is an extra task.

Question: If we link a Document in AP to an Invoice after it has been posted, can we somehow “tell” Adagio to re-link the new Document over to the GL Accounts as well?
Or, do we have to this ourselves in the GL?

Hello Sam,

If the DocStore Company Profile has Independent Links Disabled you can update an existing link.

However, if you posted the Payables transaction without an attachment, Ledger doesn’t have a DocLink. When you add a new DocLink for a Posted Transaction in Payables, Ledger will be not updated with the new Doclink.

Thank you for this reply.
This information is helpful - I will discuss this with my client.