You can attach documents to invoices in Accounts Payable. You can scan documents and attach them, or attach Word or PDF documents, which means you do not have to keep physical copies of paper invoices. This can help your office go green!

To attach a document to an invoice

Under Manage Records, select the Transactions tab.
In the drop-down list, select Accounts Payable Invoices and click Go .
Click Add/Edit Invoices.
Add, edit, view, or locate the invoice you want to attach a document to.
In the invoice window, click Attach Files .
In the Manage Attachments window, click Attach.
Select the file you want to attach, then click Open.
Once attached, the document's name displays in the window. Click Open to view the attached document, or click Close to return to the invoice.

To open a document attached to an invoice

Under Manage Records, select the Transactions tab.
In the drop-down list, select Accounts Payable Invoices and click Go .
Click Add/Edit Invoices.
Locate the invoice the document is attached to, then click View.
In the invoice window, click Attach Files . The number of attachments displays beside the icon, and you can also click on the hyperlink to view the attachments.
In the Manage Attachments window, select the attachment you want to open, then click Open.

To remove an attached document

Under Manage Records, select the Transactions tab.
In the drop-down list, select Accounts Payable Invoices and click Go .
Click Add/Edit Invoices.
Locate the invoice the document is attached to, then click View.
In the invoice window, click Attach Files .
Select the document you want to remove, then click Remove.
When the confirmation message displays, click Yes to remove the attachment.
When the second confirmation message displays, click Yes to permanently delete the document. To leave the document in the attached folder but remove it from the invoice, click No.

Attaching Documents to Invoices in Accounts Payable

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