Attach a document to a payment request

You can attach related documents, such as a quote, to a payment request. Attaching documents that are related to a payment request can be useful for an approver and accounts payable department because the documents include additional information.

To attach a document to a payment request

1. Choose , enter payment requests, and then choose the related link.

   The Payment Requests page opens.

2. Select the payment request to which you want to attach a document, and then on the action bar, choose Manage > View.

   The Payment Request page opens.

3. On the action bar, choose Payment Request > Attachments.

   The Attached Documents page opens.

4. Depending on whether there are existing attachments, perform one of the following steps:

   • If there are no existing attachments, in the Attachment column, choose Select File….

   • If there are existing attachments, to add a line, on the action bar, choose New, and then choose Select File….

   An Attach a document dialog box appears.

5. Choose Choose….

6. Browse to the file that you want to attach, and then choose Open.

Related information

Payment requests
Allow attachments to be added to purchase requisitions or payment requests regardless of the approval status
Manage attachments, links, and notes on cards and documents

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