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Vendors

Attach Files to a Vendor

Attach files to a vendor.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
Before you add an attachment, click View allowed file types to review which formats we accept. Otherwise, attach any file that you want to keep, from payment confirmations to coupons.
  1. In the top-left corner, click your site name then Accounting. Then click Vendors.
  2. Click Add or the paperclip icon on the same row as the appropriate vendor.
  3. Click Add Attachment.
  4. Optional: Click View allowed file types to make sure your attachments will be accepted.
  5. Click Choose File.
  6. Locate and select the file you want to attach.
    Note: The file must be 20 MB or less and must be in an acceptable format.
  7. Give the file a descriptive name.
  8. Optional: Add notes to further define what the attachment is for.
  9. Click Save.
    The file will remain attached until you delete it.
  10. If you need to attach another file, complete these steps again. If you're finished, click Done.
Files remain attached until you delete them. Download them at any time.

Edit a Vendor's Attachment

Edit the information of a file attached to a vendor.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your site name then Accounting. Then click Vendors.
  2. Click the paperclip icon on the same row as the appropriate vendor.
  3. Click the more options icon and select Edit.
  4. Make any necessary changes, then click Save.
  5. Click Done.

Download a Vendor's Attachment

Download an attachment to your computer to view later.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your site name then Accounting. Then click Vendors.
  2. Click the paperclip icon on the same row as the appropriate vendor.
  3. Click the name of an attachment to download its file.
  4. Browse and locate the downloaded file.
  5. Optional: Double-click the file to view it.

Delete a Vendor's Attachment

Delete an attachment from a vendor.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your site name then Accounting. Then click Vendors.
  2. Click the paperclip icon on the same row as the appropriate vendor.
  3. Click the more options icon and select Delete.
  4. To confirm, click Delete again.
  5. Click Done.
Administrator/Staff
Realm Accounting
Payroll

Last updated: October 20, 2025

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