To maintain organized and accurate records, you can attach relevant documentation such as receipts, supplier invoices, or scanned contracts directly to each bill. This helps ensure transparency and traceability in your payables process.
Steps to Attach Receipts or Invoices to a Bill
Navigate to the Data Table section in the sidebar and click on Bills Table to view all your recorded bills.
Each row in the Bills Table includes an Evidence File column on the far right. This column is used to upload or manage any files related to a specific bill.
To attach a file (such as a receipt or invoice):
Click the Upload icon in the Evidence File column for the bill you want to update.
A file upload window will appear.
Select the relevant file from your device. You can upload:
PDFs
Images (JPG, PNG)
Spreadsheets (XLSX, CSV)
Once uploaded, the icon will update to reflect that a file has been attached.
Tip: Make sure the file name is descriptive to help you identify it later (e.g., Rent_Jan2025_Receipt.pdf).
Managing Uploaded Files
After uploading a file, click on the file icon to view management options:
1. Preview: Opens the attached file in a new browser tab so you can view the document without downloading it.
2. Update: Replaces the current file with a new one. Click “Update,” select a new file, and the old one will be overwritten.
3. Remove: Deletes the attached file from the bill.