Uploading Bill Documentation in Relay

To streamline your bill payments and maintain audit-ready records, Relay allows you to attach documentation—like invoices, receipts, or contracts—to each bill. This documentation helps your team understand what’s being paid for and gives your accountant the context they need to close the books quickly and accurately.

This article explains how to upload documentation, who can do it, and what’s supported across Relay’s Starter, Grow, and Scale plans.

Who Can Upload Documentation?

All Relay users—across all subscription tiers—can upload documents to bills. This includes:

• Uploaded bills
• Synced bills from QuickBooks Online or Xero
• Bills received via Relay’s bills inbox email

This feature is available to any user with access to bills in your account.

Why Upload Documentation?

Attaching documents to bills helps:

• Provide backup for every payment, reducing errors and fraud
• Speed up approvals and reviews
• Keep audit trails organized for tax season or compliance
• Ensure your accountant has what they need, even if the bill was uploaded by someone else

Relay’s built-in receipt and documentation tools also improve collaboration between business owners, team members, and accounting professionals.

How to Upload Documentation to a Bill

During Bill Creation

1. Go to the Bills tab.
2. Click on (+) Add Bill.
3. Enter bill details or allow Relay to extract them from an uploaded file.
4. Click Upload File to attach any supporting documentation (PDF, image, scanned invoice, etc.).
5. Click Save or Send for Approval (if using approval rules on Grow or Scale).

Supported File Types

You can upload:

• PDF
• JPG / PNG (image files)
• HEIC

File size limit: Up to 25MB per file

For best results, we recommend uploading PDFs or high-resolution scans of physical invoices or receipts.

Can I Email Documentation Instead?

Yes. Each Relay account comes with a unique bills inbox email address. Forward invoices, receipts, or attachments to this forwarding address.

Relay will:

• Create a draft bill (if none exists) and attach the file
• Try to extract details like amount, due date, and vendor name (OCR)
• Notify you via the Bills tab once the upload is processed

Best Practices

• Attach documentation at the time of bill creation for clean workflows.
• Use descriptive filenames for easy reference (e.g., VendorName_Invoice1234.pdf).
• Make sure each document clearly references the related payment amount and vendor.
• Encourage team members to upload receipts and approvals before payment is scheduled.