Verified on release 3.0.74.2 "Accounting for Kazakhstan" (edition 3.0).
You called the supplier's manager, agreed to push back the payment deadline, and received a scan of a signed letter from them via messenger. In a month everyone will forget about this conversation, and the letter will get lost in the chats. So that it stays linked to that particular call — you open the "Phone Call" document and attach a file to it. The storage of this file is managed by the object this guide is about.
An important and honest warning right away: "PhoneCallAttachedFiles" is not an accounting document. It does not calculate VAT, does not make postings, does not generate ESF or SNT. It is a utility storage object: it holds attached files (scans, recordings, letters, photos) for the "Phone Call" document. That is why the sections about postings, taxes, and electronic documents below are honestly marked as "not applicable" — and this is not a gap in the instructions, but the nature of the object. If you need postings and VAT — you need not this object, but the source documents of sale/receipt.
1. Purpose
The object stores files attached to the "Phone Call" document: scans, photos, PDFs, an audio recording of the conversation, a screenshot of correspondence. Each file is a separate record with its own name, author, date, and versions. The file itself is stored either in the information base (a volume) or in a volume on disk — depending on the storage setting.
2. Where to find it
There is no separate menu item "Attached files" and there should not be — you always go from the call itself.
- Section "CRM" (or "Sales" / "For the manager", depending on the configured interface) → "Phone calls" → open the needed call.
- In the call form — the "Attached files" command (a paperclip icon on the form's navigation bar or the "Files" button).
- In the opened list — the buttons "Add" → "File from disk" / "Scan" / "Create from template".
To open the object's list directly in 1C: "Tools" → "Navigate by link" and paste:
e1cib/list/Документ.ТелефонныйЗвонокПрисоединенныеФайлы
This way you will see the overall list of all files attached to calls — convenient for searching and cleanup.
2a. How to find out your release
"Help" → "About the program" (or the "i" icon in the top right corner). In the opened window:
- platform version (for example, 8.3.24.xxxx);
- configuration release — "Accounting for Kazakhstan, edition 3.0 (3.0.74.2)".
If your release differs from the one specified at the beginning, the location of the buttons and the set of commands may differ slightly, but the file storage logic is the same.
3. How to fill it in
You almost never fill in the attached file form manually "from scratch" — it is created automatically when you select a file from disk. But the fields are worth understanding.
| Field | What it is for | What happens if filled in incorrectly |
|---|---|---|
| Name (required) | How the file is named in the list. By default the name of the file from disk is taken. | Leave "Document1" or "Scan" — in six months you won't find the one you need. Write to the point: "Letter about payment deferral dated 05.09". |
| File (required — the object itself is meaningless without it) | The actual data: PDF, JPG, MP3, DOCX. Loaded with the "Add" button. | An empty record without a file is clutter in the list. Delete such ones. |
| Extension | Determines which program the file opens with. Filled in automatically from the name. | Change it manually to an incorrect one — the file won't open with a double click. |
| Author | Who attached it. Set to the current user. | Not critical, but useful for audit: it's visible who added the conversation recording. |
| Creation date / Modification date | Utility version markers. | Not edited manually — filled in automatically. |
| Comment | Free text: the essence of the agreement, the incoming number. | An empty comment is not an error, but a filled-in one saves time. |
| Store versions (checkbox) | Enables history: when the file is overwritten, the old version is kept. | Turn it off — you'll lose the previous edition when correcting. |
Step-by-step procedure:
- Open the needed "Phone Call".
- Click "Attached files" (paperclip).
- "Add" → "File from disk", select the file. It will immediately be locked (a "locked by you" icon for editing appears).
- Check and correct the Name, and if necessary enter a Comment.
- Click "Finish editing" (or "Release") — the file will be saved in the base/volume and become available to other users.
4. A worked-out example
Situation. On September 5, 2026, accountant Aigul calls the supplier LLP "Snab-Astana" regarding a discrepancy in the reconciliation report: on your side there is a debt of ₸1,240,000, on theirs — ₸1,380,000 (a difference of ₸140,000 — an unclosed delivery note). As a result of the conversation, the manager sends a scan of the signed reconciliation report.
What you do:
- Register the very fact of the conversation with the "Phone Call" document (subject: "Reconciliation of settlements, discrepancy ₸140,000", counterparty LLP "Snab-Astana").
- Open "Attached files" and add the file
Акт_сверки_Снаб_05_09_2026.pdf. - Name: "Reconciliation report as of 05.09.2026, signed by the supplier". Comment: "Discrepancy ₸140,000 — delivery note No. SA-0091, awaiting recording".
- Release the file.
Postings for this object: none. This is the key point of the example. Attaching a file to a call does not create a single accounting entry. The amount of ₸140,000 here is only a note in the comment, it is not posted anywhere.
Postings will appear when you record that very forgotten delivery note with a separate "Receipt of goods and services" document. That is where — there is a real posting of the Kazakhstani chart of accounts, for example upon receipt of goods for ₸140,000 with 16% VAT:
| Dr | Cr | Amount, ₸ | Content |
|---|---|---|---|
| 1330 | 3310 | 120,690 | Goods received (excluding VAT) |
| 1420 | 3310 | 19,310 | VAT to be offset, 16% |
But these are the movements of the receipt document, and not of the attached file. The reconciliation report file simply lies linked to the call and serves as proof of the agreement.
5. Types of operation
The "Attached files" object has no "types of operation" in the accounting sense. There are ways to add a file:
- File from disk — upload an existing file (scan, PDF, audio).
- From scanner — scan paper directly into the call (a configured scanner and a scanning component are needed).
- From template — create a new file from a template (for example, a claim letter based on the call's results).
- From email / clipboard — paste an attachment or a screenshot.
For a ready file the following are available: edit, finish/cancel editing, save as…, view versions, send by mail, mark for deletion.
6. What is generated on posting
The object is not posted in the accounting sense. When a file is saved:
- Postings ("Self-supporting" register) — are not generated.
- VAT, IIT, tax registers — are not affected.
- ESF (IS ESF), SNT — are not issued. An attached file is not an electronic invoice.
- What actually happens: the record is saved in the register of attached files, and the binary file itself — in the storage volume (in the base or on disk, per the setting in "Administration → Working with files"). Version history is maintained (if enabled).
If you need register movements and taxes — work with the source documents (sale, receipt, payment), and keep the proof file attached to the call.
7. Printed forms
The object has no accounting printed form of its own. Available:
- Open/view the file with its "native" application (PDF reader, player, Word) and print from there.
- Save as… — export a copy of the file to disk.
- Send by email — as an attachment from 1C.
- For the list — standard output of the list's tabular part to print via "More → Output list".
8. Common mistakes
"File is locked by user …" Someone (possibly you at another workstation) took the file for editing. Wait for it to be released or, with administrator rights, remove the lock in the file list with the "Release" command.
"Failed to save the file. The allowed file size is exceeded" There is a limit set in the file working settings (by default often 50–100 MB). Reduce the file (compress the PDF, re-encode the audio) or increase the limit: "Administration → Working with files → Maximum file size".
"File storage volume not found / unavailable" Files are stored in a volume on disk, and the path is unavailable (a network folder is disconnected, no rights). Check the volume setting in "Administration → Working with files → File storage volumes" and the availability of the directory on the server.
"Unable to open a file of this type" There is no program installed on the computer for the extension (for example, no player for the conversation recording). Save the file to disk via "Save as…" and open it manually.
The file was attached but "disappeared" after closing You did not click "Finish editing" — the file remained locked and not uploaded. Always release the file after adding it.
9. FAQ
Do postings appear when I attach a file to a call? No. An attached file makes no accounting entries. It is a storage, not a source document.
Is this file considered an electronic invoice (ESF)? No. An ESF is issued in IS ESF based on sale documents, not by attaching a file to a call. Even if you attach a PDF of an invoice, for the tax authorities it is just an attachment.
Where are files physically stored? Either inside the information base, or in a volume on disk — see "Administration → Working with files → File storage volumes". For large bases, storage in volumes on disk is preferable.
How do I open all files attached to calls as a single list?
Via "Tools → Navigate by link" and the link e1cib/list/Документ.ТелефонныйЗвонокПрисоединенныеФайлы.
Can I store the file's version history? Yes, enable version storage. On each overwrite the old edition is saved, and you will be able to return to it via "Versions".
What is the maximum file size that can be attached? Set in the file working settings. By default usually tens of megabytes; if necessary the administrator changes the limit.
The file was attached to the call — will it end up in the VAT declaration? No. An attached file does not participate in any tax calculations (neither 16% VAT, nor IIT, nor OPC). It affects only convenience of work, not accounting.
How do I delete an unnecessary file? Mark the record for deletion in the file list, then run "Deletion of marked objects" (Administration). While the file is locked for editing — it cannot be deleted, release it first.
Can I scan a document directly into a call? Yes, if a scanner is configured: "Add → Scan". The scan will immediately become an attached file of the call.
Who sees the attached files? Users with rights to the "Phone Call" document and to working with files. Rights are configured by access profiles in the section "Administration → User and rights settings".
10. Related documents
- On the basis of what it appears: the object exists only as subordinate to the "Phone Call" document. Without an owner call there is no attached file.
- What it works in pair with: other CRM interactions — "Meeting", "Email", "Event" — have their own analogous attached file objects.
- Where it leads further: the file itself does not generate documents, but the agreement recorded in it is usually formalized with real source documents — "Receipt of goods and services", "Sale of goods and services", "Write-off/receipt from the current account", "Debt adjustment". It is they that give postings (1210/1030/1330/3310/6010/7010), 16% VAT and, if necessary, ESF and SNT.
How to find out your release
Once again: "Help" → "About the program". There the 1C:Enterprise platform version and the configuration release are indicated. Check the instructions against your release — the location of commands may change slightly between versions.
The guide was prepared for the "Accounting for Kazakhstan" configuration, edition 3.0, release 3.0.74.2.