Bulk Document upload option for faster invoice processing
- Navigate to the Accounting tab> Invoices
- Select the check-boxes next to the invoices you want to upload documents for
- Select Upload Documents from the tabs at the bottom of the invoices
- Select Upload file on the next screen and choose the PDF file with all your scanned invoices
- You can then drag and drop each invoice document onto the corresponding invoice
- Use the Zoom In and Zoom Out tool at the top to see your documents larger or smaller.
- You can also drag and drop from one invoice to another
- Click Save
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Permissions and Settings
To [action] you need permission to [name of permission]. To do this go to Admin > User > (Select User) > Change Permissions > [Settings Category] > [Name of Setting]
In order to [action], you need to [Description of Setting]. Click here to read how to set that up.