The Paysheet Attachment Tab allows you to upload supporting documents related to an invoice, helping keep all relevant information in one central location as the invoice moves through the procure-to-pay process.
There are four attachment types available:
- Packing Slip
- Damaged Evidence
- Other
- Variance Support
- Invoice Scan
Paysheet Attachments
Attachments Tab
The Attachments tab can be located below the document tab in the Paysheet.
Paysheet Header
The Paysheet header is visible in the attachments tab with the ability to expand and collapse the header.
Visit the article for additional information on the paysheet header.
Search Here
The Paysheet Attachments window includes simple search capability.
Simple Search: Document #, Attachment Name, Attachment Type, Uploaded By
Details
The Paysheet Attachments grid includes:
- Document: Document Number
- Attachment Name: Name assigned to the uploaded attachment.
- Attachment Type: Selected from Upload documents attachment type or uploaded view Attach Invoice action from Incoming or Three Way Match scoreboards.
- Uploaded On: Date attachment uploaded.
- Uploaded By: Participant whom uploaded the attachment.
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Actions: View, Download and Delete
- More information on Actions below.
Actions
View, Download and Delete
The attachment grid includes three actions: View, Download and Delete.
- View: Opens the attachment in the Upload Document window for easy viewing.
- Download: Saves a copy of the attachment to your device for record-keeping or offline access.
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Delete: Permanently removes the attachment from the system.
- Use with caution, as this action cannot be undone.
Upload Documents
Attachment Type
The Attachment Type field is mandatory and is used to classify the attachment. Selecting the appropriate type helps organize and manage attachments more effectively within the document.
Invoice Scan Attachments
Attachments labeled as Invoice Scan are automatically processed using Optical Character Recognition (OCR). This means that each time a new Invoice Scan is uploaded, the system will extract and verify key invoice details to support faster and more accurate processing.
This feature is only available with PAY Assist Basic Level or Higher.
Selecting the File
Uploading Documents
- Use the widget to drag and drop files, or click in the area to browse and select files manually.
- You can also use the Select Files button to choose files from your device.
Supported File Types
- DOC
- XLSX
- TXT
- JPG
- JPEG
- GIF
- PNG
- MP4
- MOV
Managing Files Before Uploaded
- Click the edit filename icon to modify the name.
- Click the delete icon to remove it from the upload list.
Uploading the File
- Click Upload add the attachment to the document.
Steps to Upload a Document
Steps to Upload a Document
- Select an Attachment type from the dropdown.
- Use the widget to drag and drop files, or click in the area to browse and select files manually.
- You can also use the Select Files button to choose files from your device.
- Click Upload to complete the process.