Link source document attachments to project invoices

Expense transactions (known as source documents) often have attachments, such as purchase slips, paid bills, canceled checks, or receipts. Source document attachments are linked automatically to their corresponding project invoice. Before you generate an invoice, you can view the source documents and their attachments.

About email templates

An email template allows you to send document attachments, such as expense report receipts when emailing an invoice. The email template that you create determines whether you can include source document attachments with the project invoice. Projects generated invoices do not have attachments by default.

Projects generated invoices are linked to source documents, such as timesheets, expense reports, and bills. When you create an email template, you can set the following options to attach the documents to the invoice:

• Include any document attachments in the email to include documents attached to the transaction, such as receipts, in the email you send from a transaction. You can edit the transaction and add attachments before emailing.
• Include all attachments from source documents in the email to include all source document attachments linked to a project invoice when emailing the invoice. This option allows you to include all the attachments from all the linked source documents.

Prerequisites

Before you link a source document to an invoice, be sure to complete the following tasks.

1. Define an email template.
2. Create necessary expense reports.

Link source document attachments to invoices

Complete the following tasks to link source document attachments to invoices.

1. Preview the project invoice and available attachments.
2. Generate a project invoice.
3. View invoice details.
4. Email a project invoice with attachments.
5. View email history.