To maintain organized and accurate records, you can attach relevant documentation such as receipts, supplier invoices, or scanned contracts directly to each bill. This helps ensure transparency and traceability in your payables process.
Steps to Attach Receipts or Invoices to a Bill
You can attach supporting documents, such as receipts or invoices, to your bills for future reference and easier record keeping.
Navigate to the Bills Page
From the top navigation bar, click More.
Hover over Spend.
Select Bills.
You'll be redirected to the Bills page, where you can view all your recorded bills.
Ways to Attach a File
There are three ways to attach a file to a bill.
Option 1: While Creating a New Bill
When creating a new bill:
Complete the bill details.
Scroll to the bottom of the form.
Under Attach File, click Select File or drag and drop your document.
Choose the file you want to upload.
Save the bill.
Option 2: Edit an Existing Bill
If the bill has already been created:
Locate the bill in the Bills table.
Click the three-dot (⋮) menu beside the bill.
Select Edit.
Scroll to the bottom of the form.
Under Attach File, upload the required document.
Click Save to update the bill.
Supported File Types
You can upload the following file formats:
PDF (.pdf)
Images (.jpg, .jpeg, .png)
Excel spreadsheets (.xlsx)
CSV (.csv)
Tip: Use descriptive file names (for example, Rent_Jan2025_Receipt.pdf or Office_Supplies_Invoice_001.pdf) to make your documents easier to identify later.