In Clear Books it's easy to upload all receipts and expenses to relevant bills, ensuring all files are saved electronically and reducing the paper trail.
To upload attachments in bulk to be available in the attachment list of all bills (invoices, POs, Quotes and expenses), please click here for further details.
Step 1.
Navigate Purchases > Bills.
Step 2.
Click on the Manage drop-down option beside the appropriate bill and select the Attachment link.
Step 3.
Click on the Upload files... button and find the appropriate file to import. Only png, gif, jpg, jpeg, tif, tiff, pdf, csv file extensions are allowed.
Step 4.
When the file has uploaded, click the Attach option in blue.
The file will now show as attached to the invoice.
