When creating vouchers and expenses within the Equus Platform, assignees and coordinators have the option to attach receipts and proofs of purchase to vouchers.
Under the Billing Settings tab of the Billing Entity screen, the “Reimbursable Document” section allows for all attached documents from a voucher to be grouped up and associated to an invoice for proof of purchase.
The following options are available for reimbursable documents:
Not Included: No documents uploaded to vouchers will be included within invoicing. Note: If no option is selected, then this is the default behavior.
Included in invoice: If your invoice merge document outputs in PDF format, then, for any reimbursable expenses associated to that invoice, a copy of any attached documents will be included within that PDF file. If your merge document does not output in PDF format, the reimbursable documents will not be included in the file.
Included as separate document: For any reimbursable expenses associated to that invoice, a copy of any attached documents will be grouped into a separate PDF file and attached to the invoice record.
Generate this document when:
Running an invoice batch from the Billing Control Panel.
Running a manual invoice batch with the “Attach Printable Versions” option selected.
Clicking the “Generate Printable Invoice” button on an invoice record.
If there are no reimbursable type receivables, then this setting will not apply any changes.