Remove a Document’s Association from a Transaction

Use this feature to remove documents that are associated with a transaction.

To remove a document's association with a transaction:

  1. On the Supporting Document dialog box, select the document that you want to remove.

    If you use the DPS on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

  2. Clear the check mark in the Select option to remove the document's association with the transaction.
  3. Click OK.
    • AP vouchers, AP disbursements, Units, and Units by Project: If the document is not associated with any other transaction, it is deleted from the Supporting Document dialog box either when you save or when the transaction is automatically saved when you leave the application.
    • Expense reports: If the document is not associated with any other transaction, it is deleted when you submit the expense report.
Parent Topic: How to work with Supporting Documents and AP Disbursements