Documents Sub-Tab

This section describes the fields and actions on the Documents sub-tab of the Invoice Editing tab in the Invoice on Account workspace.

Sub-Tab Fields

Field Description
Document

This field displays the file name of the document attached to the draft invoice. The field is automatically filled in by Maconomy and cannot be changed manually.

Click on the file name to download the document.

Type This field displays the file type/format of the document attached to the draft invoice (for example: .doc, .xls, .ppt, and so on). The field is automatically filled in by Maconomy and cannot be changed manually.
Size This field displays the file size (in bytes) of the document attached to the draft invoice.
Changed On This field displays the date on which the file/document was last modified. If the file has not been modified, the field shows the date on which the file was attached to the draft invoice.
Changed By This field displays the name of the last user to upload the file/document to the current draft invoice.
Remark Enter any additional remarks in this field.

Sub-Tab Actions

Button Description
The Row Tools icon allows you to add lines/information to the lines of a record.
For lines in the Documents sub-tab, choose from the following actions:
  • Update Document
  • Delete Document
  • View Document