There are multiple ways to add an attachment to payments. In this article you will learn how to add an attachment to a Bill or a Transaction.
1. Click Payments at the top and select Payables from the left menu.
2. On the far right, hover over the green NEW button and select Bill or you can click the plus symbol next to Bills from the left menu.
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3. Complete the required fields on the bill: Vendor, Account, and Amount. Complete other fields as needed. You are able to add an attachment on the lower left side of the bill.
4. Find the saved receipt in your computer files and select it to upload to the newly created bill. A list will appear showing all attachments you've uploaded.
NOTE: If you need to delete an attachment you've uploaded, mouse over the attachment name and you will see a red X populate on the right side. Simply click the 'X' to remove the attachment.
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5. Select Save at the bottom once you're finished.
There will now be a bill in a temporarily unpaid state.
6. Click Banking from the top and select the bank account or credit card account the funds were paid from. You will see your accounts and account balances listed on the left side.
7. Find the payment transaction from the list and mouse over the ellipses (3 dots) on the far right. Select Apply to Payable.
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8. Find the bill in the list of unpaid bills and select the empty check box on the left side. The green indicator on the right should display "$0.00 Left." Select Match to complete.
Congratulations! You now have a payment matched to a bill with an attached receipt.
Tip: If your bill was already created previously, you can edit the bill to add the attachment. Go to Payments, Bills and then click the three dots on the far right to see the Edit option. Add your attachment and save.
You also have the ability to add an attachment to a banking transaction.
1. Click Banking from the top.
2. Select the bank account from the left menu where the specific transaction can be found.
3. Click on the transaction line item.
4. Click Add an Attachment to find the saved receipt in your computer files. Once selected, click Save.
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