Give approvers the full picture by attaching multiple supporting documents
For Approvers, detail can be key in the decision to approve or deny an invoice. That’s we’ve created the new Add Attachments button on the invoice summary page, enabling both AP Operators and approvers to attach supporting documents that give invoices some extra context.
Supporting documents can contain anything you think is important in helping approvers make an informed decision about whether to hit ‘approve’ or ‘deny’; a price quotation, a previous invoice or order, or even an email conversation with a supplier.
Simply click on the paperclip button in the top-right corner of the invoice summary page to upload your documents and locate the file on your computer. You can then assign your supporting documents a descriptive category, such as ‘Invoice’, ‘Statement’, or ‘Expense Receipt’ before hitting upload.
Both AP Operators and Approvers can add supporting documents to an invoice at any stage of the approval process, and the documents will be visible to every Compleat user who has had contact with the invoice.
Supporting documents don’t necessarily have to be for helping approvers decide what action to take; they can also be used simply to keep a record with Compleat of the correspondence or processes behind an invoice. You can upload supporting documents when an invoice has been fully approved, providing a historic record of documents or information that came about post-approval.
The new Add Attachments feature:
- Helps approvers make an informed decision
- Adds key detail to the journey of an invoice
- Provides an important digital record
Please see 'How can I attach supporting documents to an invoice?' for step-by-step guidance.