How do I attach expense reports to invoices?
- Navigate to Project > List.
- Click the edit pencil icon to open the desired project.
- Select Billing from the left menu, then select the Contacts tab.
- Under INVOICE DELIVERY OPTIONS, in the To E-mail field, enter the e-mail address of an internal resource who will attach expense details to the invoice.
- Use Unanet's invoice e-mail functionality to e-mail the invoice to the internal resource: KC - Email Customer Invoices.
- The internal resource can then attach an Expense Details Report or other report containing the required details to the e-mail or PDF file as a combined invoice, and forward it to the end customer.