Attach Additional Documents to a Vendor Invoice

Apart from attaching an invoice scan to the record, you can also attach multiple documents related to it for reference.

To attach documents to an invoice:

1. Under the Accounts Payable menu section, go to Invoice Allocation workspace > Allocation tab.
2. Select a vendor invoice from the filter list.
3. Click Attach Document.
4. In the dialog that opens, click Select files to open your file explorer.
5. Select the file/s that you want to upload.
6. Click Open, or press ENTER. iAccess lists the file/s you selected in the dialog. You can opt to delete some of the files before performing the upload.
   Note: Instead of performing steps 4-6, you can opt to select the file/s from your file browser window, then drag and drop them into the Attach Document dialog.
7. Click Ok. iAccess saves your changes, and lists the new attachments in the Documents tab.
   Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents tab. Click Save, or press ENTER to save the information.