How do I add an attachment during the approval process?

Connect Online Accounts Payable - Approvers

If you're an approver, you can attach receipts, PDFs, Word, photos, and so on during the approval process so you can add documentation to justify changes to the invoice, requisition, or purchase order that may impact the approval process.

In the previous version, an approver needed to contact the department manager to attach documentation after the invoice, requisition, or purchase order is approved. Changes in 2023.02 allow the approver to add attachments to an invoice, requisition, or purchase order during the approval process without contacting the department manager.

Requirements

The invoice, requisition, or purchase order must be submitted for approval.
You must be approver assigned to the invoice, requisition, or purchase order.

Watch a video

Learn how to add the Attachments column and use it in Connect Online. [MP4]

Adding an attachment to an invoice, requisition, or purchase order

1. Use the application button (on the left) to open Approve Invoices, Approve Purchase Orders, or Approve Requisitions.

It's the same process to add an attachment to an invoice, requisition, or purchase order during the approval process. These instructions show how to add an attachment to an invoice, but it works the exact same way for requisitions and purchase orders.

Application button and menu

2. In the Attachments column (it looks like a paperclip), click +.

When a file is attached, a paperclip shows in the Attachments column. You can click on the paperclip to view the attached file.

What if I can't see the Attachments column? You may need to add the Attachments column. To add the Attachments column, click . If you can't see Attachments in the columns list, that means the Attachments column has already been added to the grid. You may need to maximize the Connect Online window to show the rest of the columns.

Approve Invoices page, Attachments column

3. Click .

4. Add the attachment.

Add Attachment window

Path

Use the Browse button to locate the file. If you're using an online drive, such as Amazon S3, the file will be copied to the online drive and the path to the file on the online drive. If you're keeping the file on a hard drive or network drive, you cannot move the file without breaking the link.

Description

Enter the file name that you want to display in Connect Online. You do not have to use the same name as the file name.

Notes

Enter an additional notes or comments to the file.

Previewing an attachment

Click the paperclip in the Attachments column to preview the file. You can see image files but other file types may only display the application icon.

Attachments, Preview pane

Downloading an attachment

File types that do not support previewing must be downloaded for viewing. To download an attachment, click .

Attachments toolbar, Download button

Deleting an attachment

Click to remove an attachment.

Attachments toolbar, Delete button

202211, 2022Oct18