Managing Invoice Attachments
Managing Invoice Attachments
You can attach supporting documentation to an invoice after the invoice is created. You can also delete supporting documents that are no longer needed.
Adding Invoice Attachments
Select Vendors > Invoices. If you are using universal navigation, click Payables > Invoices > Invoices.
On the Invoice List screen, search for and select an association or All associations.
Search for the invoice to add the attachment to. If needed, select filters and click Refresh to narrow the search results.
Click the Invoice Date hyperlink.
On the Invoice screen, click Manage in the Attachments field.
On the Invoice Attachments screen, click the upload button in the Select an Attachment field.
Select the file to attach.
Click Save.
To download and/or open the attached file, do one of the following:
Click the Paper Clip icon next to the invoice on the Invoice List screen.
Click View in the Attachment field on the Invoice screen.
Deleing Invoice Attachments
Select Vendors > Invoices. If you are using universal navigation, click Payables > Invoices > Invoices.
On the Invoice List screen, search for and select an association or All associations.
Search for the invoice. If needed, select filters and click Refresh to narrow the search results.
Click the Invoice Date hyperlink.
On the Invoice screen, click Manage in the Attachments field.
On the Invoice Attachments screen, select the checkbox next to the attachment and click Delete.
Confirm the deletion when prompted.
Click Cancel to return to the Invoice screen.