Work with Supporting Documents and Transactions

You can upload supporting documents, files, and images for use with various transactions. Supported file types that you can upload include images, PDFs, Microsoft Word documents, and Microsoft Excel spreadsheets. Password-protected documents are not supported.

If you use the Vantagepoint on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

There are various methods for uploading a supporting document. For example, to upload a supporting document for an AP voucher, you use the Supporting Documents dialog box. After uploading the document, a paperclip icon displays in the Vouchers grid to indicate that a supporting document was uploaded for the line item.