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 five 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
Search Document #
The search functionality allows users to search by all document numbers displayed in the grid, including Source #, Receipt #, and Invoice #.
Download All
Download All bundles all documents into one ZIP file for easy download.
Details
The Paysheet Attachments grid includes:
- Document #: Associated document numbers.
- Attachment Name: Name assigned to the uploaded attachment.
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Attachment Type: Shows the selected attachment type from the Upload Documents feature, displayed as a color-coded badge for easier identification.
- If no attachment type is shown in the grid, the attachment was uploaded via SAMMS.
- 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.
Document # Column
The Document # column displays the associated document number(s), which may include Source #, Receipt #, and/or Invoice #.
- Source #: Attachments added in SAMMS, selected through the Document field in PAY, or uploaded before the receipt was finalized in WHS.
- Receipt #: Attachments uploaded after the receipt was finalized.
- Invoice #: Attachments linked to an invoice selected through the Document field in PAY.
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.
Invoice Scan Deletion Rules
Invoice scan attachments follow deletion rules to maintain data integrity:
Attachments cannot be deleted if they are linked to:
- A paysheet that has already been reconciled, or
- A paysheet that has been invoiced, or
- A transaction that has been used in a 3-way match that resulted in an auto-payment.
Deletion Rules by Dashboard Access
WHS Dashboard Users:
Attachments can only be deleted before the related receipt is finalized.
PAY Dashboard Users:
Attachments can only be deleted while the related paysheet is in Drafting status.
If a user attempts to delete an invoice scan that falls under any of the restrictions above, the system displays the following error message:
“Invoice Scan Cannot Be Deleted From Paysheets After Drafting Has Been Completed.”
Upload Documents
Required Fields
Document
The Document field is required and is used to identify which document the attachment belongs to.
- The dropdown includes the Invoice # (if available) and the Source #.
- This helps organize attachments when there are multiple invoice documents.
- To upload an attachment to multiple source document numbers, select the invoice document # from the dropdown.
- This will add the attachment to all related source document attachment tabs.
Attachment Type
The Attachment Type field is required and is used to classify the attachment.
- Selecting the appropriate type helps organize and manage attachments more effectively.
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
Drag and drop files into the upload area, or click the area to browse and select files.
You can also click the Select Files button to choose files from your device.
Supported File Types
DOC, PDF, XLSX, TXT, JPG, JPEG, GIF, PNG, MP4, MOV, EML
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 a Document from the dropdown.
- Select an Attachment Type from the dropdown.
- Add files using drag and drop, the upload area, or the Select Files button.
- Click Upload to complete the process.