FuelerLinx USER GUIDE - How to Add an Attachment within Transactions 2.0
SUBJECT: How to Add an Attachment within Transactions 2.0
- Within the transaction details navigate to the 'Attachments' section then select 'Add'
- Select the 'Attachment Type' drop down to assign the appropriate file type given the following options: Invoiced Bill, Fuel Release, Receipt, or Other
- Select 'Upload' to choose the appropriate file to upload then select 'Save'
- Once you have done so the file will appear within the attachments.
- Select 'Parse' to allow the system to grab the data from the invoice and update the transaction based on the invoice details
- Once the details have parsed, the line items from the invoice can be found by navigating to the 'Invoice Items' > 'Fuel Line Items' or 'Service Line Items' section of the transaction details as seen below:
- If there looks to be any inconsistencies between the invoice and the line items listed within the transaction, please mark the transaction for review
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