Adding an Attachment as a Part of Your Billing Workflow

You can attach documents to specific line items when entering your billing information.

To add an attachment from Your Billing Workflow:

  1. Select the Progress tab.
  2. From the Attachments column for the line item you want to add an attachment to, select the paperclip icon.

    An Attachments panel opens on the side of the page.

  3. From the Attachments panel, select the +Upload Document button.

    Additional fields display in the panel.

  4. Enter a description for the document.
  5. (Optional) Choose to classify the document.

    When you classify documents, only users in your organisation with the Manage Classified Documents user permission can view the document.

  6. Select the Save button.
    • A Success message displays, confirming you successfully added an attachment.
    • The panel shows whether you chose to classify the document and the document itself is marked as Classified.
    • The document name and description displays in the panel. The panel lists all documents attached to the line item.
    • The Attachments column now displays the number of documents attached to the line item.
  7. (Optional) Add additional attachments by following steps 3-6.
  8. Select the X to close the panel.