[{"data":1,"prerenderedAt":198},["ShallowReactive",2],{"/updates/2026-07-14-send-bill-and-invoice-attachments-straight-to-your-accounts":3,"surround":193},{"id":4,"title":5,"body":6,"date":172,"description":173,"extension":174,"head":175,"meta":176,"navigation":182,"path":183,"schemaOrg":175,"screenshot":184,"screenshotMargin":185,"seo":186,"sitemap":187,"stem":188,"tags":189,"__hash__":192},"updates/updates/2026-07-14-send-bill-and-invoice-attachments-straight-to-your-accounts.md","Send bill and invoice attachments straight to your accounts",{"type":7,"value":8,"toc":163},"minimark",[9,13,18,26,30,63,67,126,129,133,147,151,154],[10,11,12],"p",{},"Supporting documents often need to accompany a bill or invoice, but downloading them from Kinabase and uploading them again creates unnecessary work. You can now send these files automatically when you create the accounting transaction.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,21,25],{},"You can map a Kinabase field containing one or more files to the new ",[22,23,24],"strong",{},"Attachments"," option for Xero and QuickBooks invoices and bills. When the transaction is created and linked, Kinabase uploads the files from the record to your accounting provider.",[14,27,29],{"id":28},"why-it-matters","Why it matters:",[31,32,33,40,46],"ul",{},[34,35,36,39],"li",{},[22,37,38],{},"Remove repetitive file handling"," by sending receipts, purchase orders, contracts and other evidence without downloading and uploading each document yourself.",[34,41,42,45],{},[22,43,44],{},"Keep accounts complete"," by storing the transaction and its supporting documents together, making approval, reconciliation and audit work easier.",[34,47,48,51,52,55,56,59,60,62],{},[22,49,50],{},"Configure files consistently"," by using the familiar accounting field mapping screen, with fields of the ",[22,53,54],{},"File"," or ",[22,57,58],{},"Files"," type filtered automatically for ",[22,61,24],{},".",[14,64,66],{"id":65},"how-it-works","How it works:",[68,69,70,77,87,116,119],"ol",{},[34,71,72,73,76],{},"Go to ",[22,74,75],{},"Settings → Integrations → Accounting & Payments"," and connect Xero or QuickBooks. Existing Xero connections may need to be reconnected to grant attachment access.",[34,78,79,80,83,84,62],{},"Open the relevant collection's options menu, select ",[22,81,82],{},"Configure",", then select ",[22,85,86],{},"Accounting & Payments",[34,88,89,90,55,93,96,97,99,100,55,103,106,107,55,109,111,112,115],{},"Choose ",[22,91,92],{},"Invoices",[22,94,95],{},"Bills",", find ",[22,98,24],{}," under ",[22,101,102],{},"Invoice fields",[22,104,105],{},"Bill fields",", and select a field of the ",[22,108,54],{},[22,110,58],{}," type. Select ",[22,113,114],{},"Update"," to save the mapping.",[34,117,118],{},"Add the documents to the record file field before creating the invoice or bill from its accounting card.",[34,120,121,122,125],{},"Attachments are also included when a transaction is created through the ",[22,123,124],{},"Create in accounting system"," automation step.",[10,127,128],{},"Note: Attachments are sent at creation time and are not added retrospectively to transactions that are already linked.",[14,130,132],{"id":131},"when-to-use-it","When to use it:",[31,134,135,141],{},[34,136,137,140],{},[22,138,139],{},"Accounts payable teams"," can send receipts, purchase orders and supplier documents with newly created bills.",[34,142,143,146],{},[22,144,145],{},"Finance teams"," can include timesheets, delivery notes or signed agreements when raising customer invoices.",[14,148,150],{"id":149},"get-started","Get started",[10,152,153],{},"Open accounting integration settings, then configure the invoice or bill attachment fields on your chosen collection.",[10,155,156,157,162],{},"If you have questions or feedback, we would love to hear from you. Email ",[158,159,161],"a",{"href":160},"mailto:support@kinabase.com","support@kinabase.com"," - we’re listening.",{"title":164,"searchDepth":165,"depth":165,"links":166},"",2,[167,168,169,170,171],{"id":16,"depth":165,"text":17},{"id":28,"depth":165,"text":29},{"id":65,"depth":165,"text":66},{"id":131,"depth":165,"text":132},{"id":149,"depth":165,"text":150},"2026-07-14T00:00:00.000Z","Automatically send supporting documents from Kinabase to Xero or QuickBooks when creating bills and invoices.","md",null,{"readingTime":177},{"text":178,"minutes":179,"time":180,"words":181},"2 min read",1.58,94800,316,true,"/updates/2026-07-14-send-bill-and-invoice-attachments-straight-to-your-accounts","/updates/2026/2026-07-14-send-bill-and-invoice-attachments-straight-to-your-accounts.png",false,{"title":5,"description":173},{"loc":183},"updates/2026-07-14-send-bill-and-invoice-attachments-straight-to-your-accounts",[190,191,58],"Accounting","Record","FNnSQWmwBs02jzoG9gkXFfidXDBFdAG3o4HBSuLA8qA",[194,175],{"title":195,"path":196,"stem":197,"children":-1},"Manage work visually with the new Kanban display","/updates/2026-07-10-manage-work-visually-with-the-new-kanban-display","updates/2026-07-10-manage-work-visually-with-the-new-kanban-display",1784824719282]