DM -How to add an additional document to an unpaid AP Invoice posted in a closed month 2026

DM -How to add an additional document to an unpaid AP Invoice posted in a closed month 2026


How to add an additional document to an unpaid AP invoice posted in a closed month

Invoice is open but from a closed month, how can attachment be added If you need to add an attachment to an open invoice from a closed month, attachment can still be added to the invoice in the AP payment workfile.


Steps


To add an attachment to an unpaid open invoice from a closed Month. Add the transaction to the AP Payment workfile.


Select the Invoice then click the Attachment Icon and Select Show Attachment





Then select Add attachment, Browse and add the attachment.






This will attach the attachment to the invoice.


If you are not paying the invoice currently you can clear it from the workfile. The attachment will remain with the invoice if workfile cleared.






 


    • Related Articles

    • DM - Intro to Document Management for 2026

      Introduction to Document Management Document Management The Document Management module allows you to attach index and route your scanned documents and images to Viewpoint data records. Documents can be images, spreadsheets, faxes, or any other type ...

    • DM -How to add an attachment to a posted transaction 2026

      How to add an attachment to a posted and/or paid transaction Use DM Transaction Attachments to add an attachment to a transaction after it has been posted or paid. If you need to add an attachment to a transaction after it has been posted or paid, ...

    • DM -How to add attachments to a transaction that is posted via the ap payment workfile 2026

      The Way to Add Attachment to a Transaction That Is Already Posted Via the AP Payment Workfile The Way to Add Attachment to a Transaction That Is Already Posted Via the AP Payment Workfile. If you have posted a transaction in AP and need to go back ...

    • DM - How to add attachments 2026

      How to add attachments to a Form Drag and Drop: You can select the source document and Drag and Drop onto the form. Please note where dragging and dropping files. Dropping a file in the header portion versus lower portion of a form and on certain ...

    • Entering expense from a Cell Phone to add to the HR Portal 2025

      Entering expense from a Cell Phone to add to the HR Portal You can access the HR portal from your Cell Phone. Here is how you can create a shortcut, icon to be added to your home screen. In a browser on your phone, you can choose either Chrome, ...