Occasionally you may receive documents from suppliers that you want to store in Lightyear, but because they aren't a bill or a statement, you can't map and file them in the usual way. Paperclip lets you attach supporting documents, such as delivery notes or order confirmations, directly to a bill. Wherever the bill goes, any attachments go with it.
There is no limit to the number of documents you can attach to a bill, but each individual document must be less than 10 MB in size.
⚠️Important: Paperclip is not currently compatible with grouping or splitting bills. If you need to attach a document to a bill, do so after any required grouping or splitting.
Attach a document to a bill
You can attach documents from the Approvals, Review, and Disputed tabs.
Open a bill in the Approvals, Review, or Disputed tab.
Click the paperclip icon in the top right corner of panel 2.
Select the document you want to attach. A green confirmation message will appear when the attachment has been added successfully.
Repeat this process to add further attachments, or click the red X next to an attachment to remove it.
⚠️Warning: Once an attachment has been removed, it cannot be restored. Double-check any attachments before removing them.
View attached documents
Attached documents can be viewed from any tab in Lightyear, including the Archive.
Open the bill you want to view.
Click the paperclip icon. The attachment will open in a new browser window, allowing you to view the bill and any attached documents side by side.
Use the attachment navigation controls within the invoice viewer to cycle through multiple attached files.