Information

You can add documents to invoices later on. The approach depends on whether the invoice has been filed as a document or in a separate folder.

• Invoice to folder: File to invoice function
• Invoice as separate document: Add pages function

Process: File to invoice

1. Select the documents or documents in the Intray that you would like to file.

To select multiple documents, press and hold the CTRL or SHIFT keys while selecting invoices with the mouse.

2. On the File tab, click Invoice > File to invoice.

3. In the File to invoice dialog box, select the invoice.

A search function is available that allows you to filter the invoices based on their invoice number or vendor number.

Result: File to invoice

The document is filed to the folder of the selected invoice.

Process: Add pages

1. Select the documents or documents in the Intray that you would like to file.

2. On the File tab, click Filing > Add pages.

3. Select the invoice you want to add pages to.

4. Click Attach to back to add the pages.

Result: Add pages

The pages are added to the invoice.