DOCUMENT LOCATION

Use this subtask to attach a file to your customer product bill. You can use this feature to attach a copy of this bill, the section of the contract that defines the billing requirements, documentation for the bill such as timesheets or vouchers, or other information regarding contract funding.

You can save a copy of this bill in the document location. After making your final edits, set the Status to Selected on the main screen and then use the Print Customer Product Bills screen (Projects » Billing » Print Billings) to print the bill to a file in the document location.

You must enter customer product bills before you can use this subtask. You should attach documents in this screen before you post the bills.

Customer

This non-editable field displays the name of the customer you are billing. This is the customer from the main screen.

Invoice

This non-editable field displays the invoice number from the main screen.

Location

Enter, or use the Browse button to select, the location of the file that you want to attach to your bill.

Browse

Click this button to open the Select File dialog, which you can use to navigate your network and locate the file that you want to attach to your bill.

Launch

Click this button to view the attached file. An error message will display if no document location has been entered in the Location field.