Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
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Aisha commented
Right now, Dext only lets us add one attachment to each expense. In practice, we often need to upload more than one document—for example, both an itemized receipt and proof of payment, or an approval email and a receipt. Having to merge these files outside the system is inefficient and increases the risk of missing documentation.
Most expense tools now allow multiple attachments per expense as a basic feature. This helps with audits and makes the process easier for everyone. Please consider adding the option to upload more than one file for each expense.
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Le'Jhai Henriques commented
Some expenses / invoices require further context. Would be helpful if there was an option to add attachments so anyone who needs to look on the submission will be able to see whatever the attachment is on separate page.
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Courtney Esteban commented
Having multiple files attached to 1 cost. I receive emails that have 2 or more files attached to it, that all pertain to the same transaction (purchase request, prior approvals, receipt).
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Julie Brown commented
Could we please be able to add additional documents to an invoice, such as delivery notes and certificates? Currently I have to print everything and scan as a single document - or wait until the invoice is published to my accounts software to add the additional paperwork.
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Alexander Dimitrov commented
In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.
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Taylor Greening commented
Adding supporting documents to your invoice