To attach a document to a Bill

1. Open a Bill by either:
   • creating a new Bill (Purchases menu > Create bill)
   • opening an existing Bill (Purchases menu > Purchase history > click the reference number for the Bill). 

2. Click Link document
   

    

1. Attach the document. There's a couple of ways to do it:

• • Click Link document to bill to link a document you have stored in your in tray.

• • Click Upload documents, select the document to be attached then click Open.

1. Click Save.

The document is attached to the transaction. To view or delete an attached document, see below.

To view an attached document

After you've attached a document to a Bill, here's how to view it:

1. From the Banking menu, choose Transaction history.
2. Find the transaction with the attachment (Bills have a reference number starting with SM).
3. Click the reference number to open the transaction.

4. Click Attachments.

   Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )

5. Click the attachment to view it.

To delete an attached document

1. From the Banking menu, choose Transaction history.
2. Find the transaction with the attachment (Bills have a reference number starting with SM).
3. Click the reference number to open the transaction.

4. Click Attachments.

   Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )

5. Click the Delete icon on the attachment.
   
6. Click OK to the confirmation message.

To create a Spend money from the In tray

1. Go to your in tray
2. Select your document and click Create new Spend Money 
   
3. Fill in the details 
   
4. Click Save
5. Your Spend money will be created and your file will be attached to it