Reorder or remove attachments on a bill
When you're working with attachments on bills, you can reorder pages, reorder attachments, or remove pages as needed.
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Reorder individual pages
Reordering pages is useful since we include the first page of the first document associated with a bill, as the check stub when we send a check payment.
- Select Bills in the navigation menu
- Select the invoice number that has the attachment you'd like to reorder
- If there's more than one attachment, select an attachment thumbnail above the attachment images
- Above the document image, select Reorder
- Reorder pages by dragging and dropping, selecting a page and entering a page number to send it to, or selecting a page and using the arrows to move it
- Select Apply
Reorder entire attachments
- Select Bills in the navigation menu
- Select the invoice number that has the attachment you'd like to reorder
- Select and drag an attachment thumbnail above the attachment images to reorder
Remove attachments
From the bill
You can remove individual pages of attachments, or remove an entire attachment from a bill by removing all of its pages.
- Select Bills in the navigation menu
- Select the invoice number that has the attachment you'd like to reorder
- If there's more than one attachment, select an attachment thumbnail
- Select the page you want to remove
- Select unassociate to remove the page
- Repeat as necessary on other pages you want to remove, or repeat on all pages to remove the entire attachment
From the Inbox
- Select Inbox in the navigation menu
- Select the dropdown arrow next to Unprocessed
- Select History
- Select dates to view files
- Select a specific date or a set time-frame
- Select Go
- Select the name of the file you want to unassociate
- If the document contains multiple pages, use the Page Number arrows to navigate to the page you want to unassociate
- On the pop up window, select Unassociate
- Use the arrows next to page numbers to move to the next page and select Unassociate again as needed
Things to know
- To remove an entire attachment from a bill, remove each page with the steps above until you remove all pages
- When you unassociate and remove a document from a bill, the document will be back in the Inbox for you to process or delete as needed
- You can't undo a document removal, but you can add the document to the bill again, from the Inbox, if needed
- When you pay a bill, we include an image of the first page of the first document associated with the bill on the check stub
- If you combine a payment for several bills to the same vendor, we'll include a summary of the invoice numbers instead of a document image
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