Attach supporting documents to an invoice

Attach useful documents to your invoice for your team to see

You can attach supporting documents to invoices to give extra information to approvers and others in your team. A supporting document might be anything from a price quote or expense receipt, to email discussion with suppliers, or any record or document that will help your team understand the context of an invoice.

Both AP Operators and Approvers can attach supporting documents to an invoice at any stage during the approval process - even after the invoice has been fully approved. Any supporting documents attached to an invoice will be visible as attachments to all users who have had contact with the invoice.

Supporting documents can be uploaded as the following file types: .pdf, .rtf, any Microsoft Office file (including .msg).

To attach a supporting document to an invoice, follow these steps.

1. On the iCompleat homepage, click Invoices.
2. Go to the tray where the invoice is located, and click the invoice to open the invoice summary page.
3. In the bottom-right corner, go to Actions, and select Add attachments.
4. The attachments pop-up appears.

   Click Select Files.

5. Locate the document on your PC and select it.
6. The supporting document file details now appear in the pop-up. There are a couple more steps you need to take to finish uploading it.

   If you accidentally selected the wrong document, you can click the black cross (X) to the right of the document name.

   
7. From the Attachment type drop-down, select the kind of document you are uploading.

   This is for reference only, and won't affect where or how the document is displayed.

8. Click the upload button to the right of the Attachment type drop-down.
9. Your supporting document is uploaded, and you can close the pop-up.

   Click the red cross (X) beside the supporting document to remove it from the invoice.

   

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