Filing a document to an invoice
Objective
To file a document to an existing invoice.
Document, file to invoiceTo invoice, fileInstallation requirements
Your repository has been created in container mode. The repository contains at least one invoice folder. Your Intray contains at least one document.
Step:
1. Click Intray.
2. Select the document you want to file.
3. Click the File to invoice button.
The File to invoice dialog box opens.
4. Click Invoice no. or Vendor no..
5. Based on your selection, enter an invoice number or vendor number to the text field.
6. Click Search.
The list shows the invoices that match your search.
7. Click the invoice you want to file the document to.
8. Click OK.
Result
The document is filed to the folder of the selected invoice.