For Basic Payables accounts started after 10/20/16, documents no longer need to be uploaded to your Inbox before using it to create a bill! Users can now start a bill, then drag and drop or upload the associated document right into the bill, for a huge time saver.
- On the Overview Page, click +Bill
- Enter bill details
- Drag and drop saved document
- Click Save
Things to know
- In order to drag and drop/upload a document, the document must already be saved on your computer