How To: Upload a Document in the Payroll Module

This article details how to upload a file to the “Document” tab in the Payroll module. Once the file has been uploaded it can then be emailed, viewed and/or removed from the documents tab by anyone that has access to this tab.

Navigate to the Payroll Module, search the Order and select the “Documents” tab. Right click in the white area and select “Add Document”.

A window will load where you can navigate to where the file is, double click the file and it will be uploaded. Once uploaded, you can specify a document type should you want to categorize the file, and add any optional comments.

A unique feature of the Order documents tab is that you can select when certain document types will be automatically attached to invoices when the order you’re uploading to is involved in creating an invoice. This is done in the Setup module> Types tab> Documents, and select the document type that you wish to mark as default, attaching the document to invoices, etc.

The acceptable files types for uploading are .pdf,.xls,.xlsx,.doc,.docx,.rtf,.txt,.bmp,.png,.jpg,.gif.
The default file size limit is 8 megabytes. If the file you are trying to upload exceeds 8 megabytes, please contact your customer support representative for additional options.
File names shouldn’t have more than a single period which is at the end of the file name.