One of the third party vendors that my client uses is requesting that I attach cost receipts to the line item level of an invoice and not just as an invoice level attachment. Can eBillingHub handle this?

Yes, if the paperclip attachment icon is available in eBillingHub for the vendor that you are processing invoices for, the attachment can be applied at either the invoice level or line item level. The below steps walk you through both options.

In order to attach a back up receipt file, you must first select an invoice(s) and then navigate to the Validation page by way of the Billing Wizard or Quick Invoice options found under the Billing tab. Once on the Validation page, follow the below steps accordingly.

How to attach a file at the line item level:

  1. Click on the magnifying glass icon found below the invoice number for the invoice you wish to attach a file to a line item level
  2. Within the new window, scroll down to the expenses section of the invoice
  3. >On the line item you want to attach to, click on the blue paperclip icon found under the Attach Doc column
  4. Once the new window appears, click the Add file button, browse to find your attachment, select your file and then click the Ok button
  5. If you selected the wrong file, click on the clean button to delete the file and follow step four again
  6. Once you have the necessary files selected, click the Upload button to complete the attachment process
  7. Close the attachment window
  8. Close the magnifying glass window and proceed with your invoice(s)

A review of how to attach a file at the invoice level:

  1. Click on the blue paperclip icon found below the invoice number for the invoice you wish to attach a file to
  2. Once the new window appears, click the Add file button, browse to find your attachment, select your file and then click the Ok button
  3. If you selected the wrong file, click on the clean button to delete the file and follow step two again
  4. Once you have the necessary files selected, click the Upload button to complete the attachment process
  5. Close the attachment window and proceed with your invoice(s)