Expenses - upload documents (pdf)


In v4 I used to upload Purchase orders and Received Invoices as PDF directly into Expense. Nov in v5 this has changed and there is no option to upload any document.

Do I need to link expenses to a Project and upload documents there? It seems like a bit of extra work.

Thank you


Ahh, found it.

I needed to click on Expense Number in order to get right menu showing Overview and Documents.



In v5 we’ve added support for documents to many more record types but you can currently only upload when viewing the entity. We plan to support uploading documents in the edit form in an upcoming release.

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