Attaching Additional Documents to Accounts Payable Invoices

Docyt introduces a new feature that simplifies document management and workflows: a document bar at the bottom of the invoice, where all invoice-related documents are easily accessible with one click.

This will help you to attach additional 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.

Our new feature lets you attach these documents directly to the primary document. By consolidating additional documents within the primary document interface, users can easily access all relevant files in one place, streamlining workflows. This centralization improves organization and gives quick access to everything you need, saving time and effort.

You can add a new document by clicking the plus (+) sign, as shown in the visual below. A new window will open where you can add a new document from your computer. 

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This uploaded new document will be visible in the document bar and the chat section on the right side.

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