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Supporting documents connect a purchase to its evidence, such as an invoice or receipt. The document pool belongs to the current workspace and accounting year.

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Upload a new document

1

Open Supporting documents

In the purchase’s Purchase step, find Supporting documents. You can scroll inside the dialog while its action buttons stay visible.
2

Choose your file

Click Upload and select a file. Wait for the upload to finish. The uploaded document appears attached to the purchase.Supported formats are PDF, PNG, JPG/JPEG, WebP, and HTML. Each file can be up to 10 MB. You can attach up to 10 documents to a purchase.
3

Review the attached evidence

Check the filename. To remove a document from this purchase’s selection, use its × button or untick it in the pool. Then continue with the purchase.
Supporting documents section showing the uploaded Steel-invoice PDF attached to the purchase.

An uploaded invoice attached to the purchase.

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Reuse a document from the pool

  1. Expand Supporting documents with its chevron.
  2. Find the document in the pool.
  3. Tick its checkbox to attach it to this purchase.
  4. Continue and save the purchase.
A document appearing in the pool is available to use; it is attached to this purchase when it is selected. Unticking it changes this purchase’s selection and keeps it available in the pool.

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Open a saved purchase’s documents

In the Purchases table, click the document count in the Docs column. A document menu appears. Choose a file to download it.
Document menu opened from the saved purchase's Docs count, showing its Steel-invoice PDF.

The Docs button opens the purchase's supporting documents.

The document count is the number of documents attached to that purchase. The left-hand row arrow opens purchase details; the Docs button opens the documents.
Last modified on October 5, 2026