Manage attachments on a payment request
You can attach related documents, such as a quote, to a payment request, and then view, download, or delete the attachments. Attaching documents that are related to a payment request can be useful for an approver and accounts payable department because the documents include additional information.
Add an attachment
You can add one or more attachments to a payment request.
To add an attachment
Select Finance and Purchasing > Payment Requests.
The Payment Requests page opens.
Select the payment request that you want to add an attachment to.
The Payment Request page opens.
On the Attachments tab, select Click to upload a file or drag it here. On a mobile device, select Tap to upload a file.
Browse to the file that you want to attach, and then select Open.
(Optional) In Description, specify a description of the attachment, for example, Quote.
Select Add.
The attachment appears as a row that displays the file name and file type.
View an attachment
You can view an attachment that is added to a payment request.
To view an attachment
Select Finance and Purchasing > Payment Requests.
The Payment Requests page opens.
Select the payment request for which you want to view an attachment.
The Payment Request page opens.
On the Attachments tab, select the row for the attachment that you want to view.
The View, Download, and Delete actions appear.
Select View.
A preview of the file opens in a dialog box, where you can also select Delete or Download.
Download an attachment
You can download an attachment that is added to a payment request.
To download an attachment
Select Finance and Purchasing > Payment Requests.
The Payment Requests page opens.
Select the payment request for which you want to download an attachment.
The Payment Request page opens.
On the Attachments tab, select the row for the attachment that you want to download.
The View, Download, and Delete actions appear.
Select Download.
Delete an attachment
You can delete an attachment that is added to a payment request.
To delete an attachment
Select Finance and Purchasing > Payment Requests.
The Payment Requests page opens.
Select the payment request for which you want to delete an attachment.
The Payment Request page opens.
On the Attachments tab, select the row for the attachment that you want to delete.
The View, Download, and Delete actions appear.
Select Delete.
The Delete Attachment dialog box opens.
Select Delete to confirm, or select Cancel to keep the attachment.
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