Documents · Lesson 4 of 4

Attach documents to records

Send each bill or receipt to the right invoice in Xero, QuickBooks or another system, matched on what's written on it.

The comic

  1. Panel 1 of 4.

    Where does this PDF belong?

    Murphy says: Sending bills to Xero or QuickBooks? Choose the system as the “Destination”, then pick what to “Attach to”, such as Xero's “Invoices & bills”.
  2. Panel 2 of 4.
    Murphy says: Open “Document mapping” to say how to find the record: the document's invoice number equals the record's number, for example. A file is attached only when exactly one record matches.
  3. Panel 3 of 4.
    Murphy says: Need a value that isn't on the document? A “Look up” step fetches it from a file or a connected system first.
  4. Panel 4 of 4.
    Murphy says: One remittance paying several invoices? Switch on “A document can belong to several records”, and it's attached to each of them.

Each system has its own limits, and Morph shows them. Xero, for example, keeps up to 10 files on a record.

Try it in Morph

  1. In a document rule, choose a system like Xero as the “Destination”.
  2. Choose what to “Attach to”.
  3. Open “Document mapping” and say how to find the record.

You'll be asked to sign in first. The free plan needs no card.

Create a rule

Quick check

2 quick questions. No marks, no pressure: pick an answer and Murphy will tell you how you did.

1. With the usual settings, when is a document attached to a record?
2. A remittance pays several invoices. What do you switch on?

Try it in Morph, free

Get started free

Free plan · no credit card · first clean run in minutes