Spotlight: Attaching a File to an Invoice

May 2020    Tags: Accounts Payable, Invoices, Version 2020

In Version 2020, we added the ability to link an electronic copy of a statement or receipt to an invoice, manual check, or EFT transaction in Accounts Payable Software (APS)!

When attaching a file to an invoice, a copy of the file is saved to the APS Invoice folder in the Current Working Directory. Files can be viewed by clicking the link in the Invoice/Manual Check Entry window, or the attachment icon in the Unpaid Invoices List on the Dashboard.

To attach a file to an invoice

1. From the Dashboard, in the Unpaid Invoices section, click the desired invoice.
2. Click the Attach File button on the toolbar, or the Add Attachment link below the Description field.
3. Select the desired file and click Open.
4. Enter any other information for the invoice as needed.
5. Press Ctrl+S.

This feature was added in Version 20.1.8.804.