Supporting documents can be attached to the active invoice for sharing with others. The document tab now identifies required documents based on the Program type that user selected when starting the invoice. If the program type has required documnets, they will be displayed at the top of the document tab
Documents can be uploaded either by selecting the Upload Document button on the invoice ribbon, or by clicking the Doc tab and then drag and drop a file (or files) from your computer to the Doc tab.
See Upload Document in this manual for more information on uploading documents to this tab,
Documents can be uploaded either by selecting the Upload Document button on the invoice ribbon, or by clicking the Doc tab and then drag and drop a file (or files) from your computer to the Doc tab.
See Download Document in this manual for more information on downloading documents to this tab,
Once files have been uploaded for your invoice, you can view, edit comments, or delete the document using the controls shown below:
Required Documents
The list of required documents is displayed at top of Document tab. As you upload documents and assign then a document type, the required type will receive a green check-mark when you have provided each document type.
Click this icon to view the file. If Windows does not know how to view the file type, you will see an error message telling you this.
NOTE: To download a file you must select the file (or files) you want to download from the Docs tab, and then click the Download Document button in your invoice ribbon.
NOTE: Anyone who has write access to the invoice can delete a file. Deleted files are archived so if you deleted by mistake, and cannot attach it from the original source, contact your Nexus support group for help.
Supporting documents can be attached to the active invoice for sharing with others. The document tab now identifies required documents based on the Program type that user selected when starting the invoice. If the program type has required documnets, they will be displayed at the top of the document tab
