Viewing an Attachment Linked to Invoice or PO

Note

To learn how to link attachments with invoices and POs, see chapter Purchase Orders (POs) .

  1. From the sidebar navigation, click > Planner > Calendar or > Budget and navigate to your desired activity.

  2. Double-click on the activity to open the detailed view.

  3. Switch to the Invoices or Orders tab.

  4. Double-click on the invoice or PO with the attachment you want to view.

    The Edit Invoice or Edit Order dialog box appears.

  5. In the Attachments section, you can:

    • Click Download to download and open the attached file.

    • Click Follow link to access a linked website or document.

The attachment opens according to your selection method.