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How do I attach documents to a budget?


Documents cannot currently be attached to budgets; however, documents can be added to invoices that are associated with the budget.

  1. Select the Invoice Documents tab at the bottom of an invoice page. This tab includes all of the documents uploaded to the invoice.
    1. Click the  icon to view upload instructions and restrictions.
  2. Select Browse from the Add Document section to upload a file to the invoice.
    When a file type has been selected, an Upload button appears.
  3. Click Upload.
    The entire invoice refreshes to list the new document in the Invoice Documents tab.

From this tab, you also can perform the following tasks:

  • Download—Click the document title to download a document
  • Delete—Click the  icon to delete a document


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