In some cases you may receive both an invoice and receipt and want to link them together in Glean. Perhaps, you receive a summary time sheet and later receive the detailed breakdown. In both of these cases, you upload the supporting document to the specific invoice it relates to.
To upload an additional invoice document follow the below steps:
Navigate to the desired invoice
Select + Document
Select the document you want to upload
Click Upload
The additional document is now a tab on the top
Note:
The documents need to be PDF's
The documents will not be processed in our pipeline
