Skip to main content

How Do I Add Notes or Attachments to a Bill

Bills support both internal notes and file attachments such as the vendor's original invoice. On the New or Edit Bill form, find the Internal Notes field and…

Steps

  1. On the New or Edit Bill form, find the Internal Notes field and type any notes for your team.
  2. Find the Attachments section and upload a file - supported formats are PDF, JPG, PNG, CSV, XLS, and XLSX, up to 10MB.
  3. Save the bill as a Draft or Approve it.

Good to Know

Internal Notes are not visible to the vendor - they're for your team's reference only.

Related Articles

  • How Do I Attach Files to a Bill?
  • How Do I Add Internal Notes to a Bill?
  • How Do I Create a Bill in Sumung?

Was this article helpful?

Your feedback helps us improve our documentation.