To add a document to a purchase/expense order, view the order, then drag and drop the file (from the drive/network) directly onto it.
A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.
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Right click on the document and select copy.
With the purchase/expense in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:
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Manually add or link to an existing document directly from the order's Documents tab, as follows: ▪open the order in Add or Edit mode ▪go to the Documents tab in the footer ▪select Add New, or Link Existing ▪select the document from the list.
See Add or Link Existing Document for more detailed information. |
Unlink a document (ie. remove the link) or delete a document from a order in this manner: ▪open the order in Add or Edit mode ▪go to the Documents tab ▪select the document from the grid ▪select Delete Document or Remove Link.
See Add or Link Existing Document for more detailed information.
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Further information
Purchase/Expense Order Footer Tabs
Purchase Order Approval Process
Opening Balance Purchase Order
Add an Amount to a PO when Finished at $0
Add Comments to a Purchase/Expense Order
Add Freight to a Purchase Order
Fix Incorrect Pricing after PO Finished
Handle Employee Reimbursements
Handle a Credit for Freight Charged
Link a Job to a Purchase Order
Link Expenses to a Purchase Order
Print a Purchase/Expense Order
Progress Payments on Purchase Orders
Record One Invoice Number on Multiple POs
Record Overseas Purchases, GST, Import Costs