Mapping Attachments to Invoices

After uploading a multi-page PDF, you can map specific pages to individual transactions to create transaction-level PDFs so your financial institution can view them in Funding Center. For example, specific pages of an uploaded 6-page PDF can be split for 3 transactions to create 3 transaction-specific PDFs:

• Pages 1 and 2 are mapped to transaction #111
• Pages 3 and 4 are mapped to transaction #222
• Pages 5 and 6 are mapped to transaction #333

All you do is tell the system which pages are related to a transaction. In this example, after the attachment file is mapped and the transactions are submitted, each transaction has its own 2-page PDF attachment in Transaction Details.

You can upload files from two locations (Archive and New Transaction) for secure file sharing with your financial institution, but New Transaction is a shortcut when you want to map a file to specific transactions. A file for mapping must be a PDF uploaded within the last 7 days to the Sales > Invoice category/type.

Uploading an attachment file to be mapped to transactions

1. From New Transaction, in the New Transaction section, click Upload Attachment File.
2. Click Choose File to browse for a file.
3. Enter an optional description.
4. The category (Sales) and document type (Invoice) are selected by default to make the file available for mapping to transactions.
5. Click Save.
6. From the Attach File confirmation, click OK.

PDF files can only be mapped for unsubmitted transactions. However, you can add file attachments for other purposes any time.

Mapping a PDF file to unsubmitted transactions

1. From New Transaction, scroll down to Unsubmitted Transactions.
2. Click Map Attachments.
3. From the Manage Attachments popup, select a transaction.
4. Click the relevant attachment file to view the thumbnail pages. (If needed, click a page thumbnail to enlarge and then click the enlargement to downsize it.)
5. Select the check boxes for the specific pages to map to the selected transaction.

6. Repeat steps 3 – 5 as needed for additional transactions.
7. Click Save.

Editing mapped file attachments

Before submitting, you can change the mapped file and page selections for a transaction. Mapped file names are displayed as “(Pending)” for transactions in Unsubmitted status. The actual PDF(s) for each transaction is created (with only the selected/mapped pages) after a transaction is submitted. You can view the mapped PDF(s) in Transaction Details.

1. From New Transaction > Unsubmitted Transactions, click Map Attachments.
2. From the Manage Attachments popup, select the transaction. (The attachment file’s name displays the mapped page numbers in parentheses.)
3. Click the attachment file to view the thumbnail pages. (If needed, click a page thumbnail to enlarge and then click the enlargement to downsize it.)
4. Select or clear the check boxes for the specific pages to map to the selected transaction.
5. Optional: Repeat steps 3 and 4 for any other attachment files.
6. Click Save.

Deleting mapped file attachments

When you “delete” a mapped file attachment, you are removing the mapping and canceling the creation of a transaction-level PDF, but the original uploaded PDF file remains in the list and available to be mapped for a total of 7 days.

1. From New Transaction > Unsubmitted Transactions, click the transaction’s attachment icon.
2. From the Transaction Attachments popup, under Attachments, click the attachment’s Delete link.
3. From the Delete Attachment confirmation, click Delete.