Add comments and files to bills

Add comments and files to bills

Required user role View Bills or Process Bills or Bill Approver

On any bill screens (i.e., Invoice review, Bill details, PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching)), you can post and view comments and attach files to a bill. This feature is applicable to all bill statuses, including:

  • Pending review
  • Pending AP action
  • PO matching
  • Pending approval
  • Pending payment
  • Paid

Select an action below to reveal further information.

To add an attachment to a specific bill:

  1. Go to any screen on the Bills tab, find the relevant bill and click Comments & files.

  2. In the Comments & files panel, click Add file.

  3. Select the relevant file and click Open for the attachment to appear in the panel.

  4. You can also conduct the following actions on attachments to a bill:

    1. Click a specific file to download.

      2. Download a specific file

    2. Click Download all to download all the files.

      3. Download all files

    3. Click the ellipsis and select additional actions you may want to perform:

      1. Edit file name - Change the name of the document

      2. Delete - Remove the document from the bill

      3. Pin to all other payee bills - Attach a document to other bills belonging to the same payee

        • The pinned document appears in all new and existing bills of that payee (including bills that were already paid).

        • Pinned documents always appear at the top of the document section, and can be identified by the pin icon over the file box.

      4. View file info - View upload details, such as the name of the user that uploaded the file and the time of the upload.

  • The maximum number of documents that can be added per bill is 10.

  • The maximum documents size allowed is 20 MB.

  • The name of the documents cannot exceed 75 characters.

  • All documents formats are supported, expect for executable documents and scripts.

  • Documents are not synced to the ERP.

  • Documents are not accessible and cannot be added by payees.

To submit updates or clarification regarding a bill:

  • There is no limit to the numbers of comments per bill.

  • The maximum number of characters allowed is 400.

  • comments are not synced to the ERP.

  • comments are not accessible and cannot be added by payees.

  • Your draft messages are saved in the comments panel per session whether sent or not, saving you time.

  1. Go to any screen on the Bills tab, find the relevant bill and click Comments & files.

  2. In the Comments box, tag the users (use the @ symbol followed by the person’s email address) and type your message.

    3. An email notification is sent to the designated users who can view and reply directly from the email.

    • Any Tipalti Hub user can be tagged regardless of their user roles.
    • Any user with access to the bill as well as the tagged users can view the comments .
    • Comments are added in chronological order (oldest to newest) and cannot be edited or deleted.