Attach Documents to a Draft Invoice

Use these steps to attach documents to a draft invoice.

To attach documents to a draft invoice:

1. Under the Jobs menu section, go to Jobs sub-menu > WIP Invoice workspace > Invoice Editing tab.
2. Select a draft invoice from the filter list.
3. From the Other Actions drop-down list, select 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.
   Maconomy 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.
   Maconomy saves your changes, and lists the new attachment/s in the Documents sub-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 sub-tab. Click Save, or press ENTER to save the information.