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T
TimDu1
Level 2
May 17, 2017
Investigating

Attach documents to expenses

  • May 17, 2017
  • 6 replies
  • 1037 views

This would allow a user to upload a document such as a PDF invoice to be linked to an expense helping to maintain accurate records, as well as allow Finance use expenses as legitimate places to start invoice payments. We will also use this as part of an integration with Open Invoice where the creation of an expense with a linked PDF will create an Open Invoice entry.

    6 replies

    A
    AmyHi
    Level 2
    March 8, 2019

    My team needs this functionality as well

    E
    ElizabethWi
    Level 3
    May 21, 2019

    Agreed, the ability to attach an invoice to an expense would be very helpful.

    A
    AnnikkiDe1
    Level 2
    May 31, 2019

    In addition to adding the receipt, we also want the ability to send the receipt via the API to our accounting/invoicing software so that it can be included with the invoice to the client as backup for expenses.

    Kundanism
    Kundanism
    Level 10
    December 18, 2019

    This will be a great feature once implemented.

    MaryMc1
    MaryMc1
    Level 3
    July 13, 2020

    Hi @Jeremy Flores,

    This looks like it's similar to the idea entered by Algernon Browne on 2/5/19. Could you combine the votes from both ideas to get more votes? Thanks,

    Mary

    L
    LizMiller-BJC
    February 16, 2023

    Has there been any update on this? It looks like it has been a few years and there are no resolutions listed. However, it appears the status is set to "investigating" so I would love if this was in the works. We're in the process of improving our expense processes, so this will be perfect timing if it is coming soon. 

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