SSI Insights

New Time Saving Feature in GL02I & GL03I to Attach Documents

New Time Saving Feature in GL02I & GL03I to Attach Documents

December 31, 2025



We already have it for AP03I – and now it’s here for GL02I and GL03I! This new shortcut automatically attaches documents to your journal entries during import, saving time and eliminating extra steps.

How It Works

  1. Scan & Name

    • Scan the document and give it a name (25 characters or fewer).

    • Save it in:
      SSIF/IMPORT/GL03 Documents to Attach

  2. Reference the Document

    • In your GL02I or GL03I import spreadsheet, enter the exact document name (from step 1) in Column N – Document ID.

  3. Check Your Document Path

    • In the GL02I/GL03I dialog screen, look at the Document Imaging Information section (bottom left).

    • This is the folder SSI will search to find and attach your document.

  4. Import as Usual

    • When the journal entry posts to the General Ledger, SSI automatically attaches the matching document.

Remember! This same feature works with AP03I (Accounts Payable Imports)!

  • Save your scanned documents in the AP03 Documents to Attach folder
  • Enter the document name in Column AC – Document Image # of your AP03I template.
  • Import as usual — SSI will auto‐attach the document to the AP invoice transaction.

Your SSI Oil & Gas Accounting Software continues to deliver shortcuts and time‐savers to make your job EZier!

‍

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