What is a Key file?

A key file is one that you would wish to share with an approver when sending either the 'Payment Pending Report' in Transactions > BACS or 'Print Payments' in Transactions > Payments. No other document sent for electronic approval will show the key file to the approver.

Some examples might be :-

• Invoice
• Purchase Order from customer
• Email explaining a change
• Evidence of value for money

To mark as a key file simply click the grey box in the bottom left hand corner.

This means this file will be visible to the approver and used to build a supporting documents page that the approver can review.

If you do not choose a key file then you will be prompted before you close the window.