Attaching additional documents: This will help you to attach all related documents to the primary documents to ensure comprehensive record-keeping and simplify workflows.
You often need to attach extra documents to primary records for complete record-keeping in daily business operations. These include:
- AP Invoices: Purchase orders (POs), checks, and extra receipts.
- Receipts: Additional copies of receipts.
- Revenue Reports: Documents from the daily night audit revenue package.
- AR Invoices: Payment receipts and sales quotes.
Steps to attach additional documents:
- Log in to your Docyt account.
- Go to Expense> Bill Pay > Invoice queue
- When u open the invoice, move the cursor towards the bottom and click on the plus (+) icon visible in the corner.
- A new small window will appear, giving you the options to attach the documents.
- When u refresh the window, a new document will be visible in the document bar and the chat section on the right side.
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i) Primary document on the document bar
The main document will be highlighted and placed first in the document bar for easy visibility.
ii) Related documents on the document bar
iii) Chat documents on the document bar
