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. You can view the source documents and their attachments before generating the invoice or on the invoice itself. The email template that you use determines whether to include the corresponding source document attachments with the project invoice.

Before you begin

• Define an email template.
  You can define which attachments to include in the email template you use to email your project invoices. There are two options: send documents attached to the project invoice or send all attachments that originated from source documents for the project invoice.
• Create billable transactions with attachments.

Workflow