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Enable Invoice Annotations and Stamps

Modified: 9 May 2026 Viewpoint Financial Controls Accounts Payable Help

Follow these steps to allow reviewers to add attachment, annotations, or stamps to an invoice attachment.

You must be a System Admin to configure these settings. Be sure to review your license counts before you enable this feature to make sure you are not adding additional costs.

  1. Select Admin > Portal Settings > AP Review > Invoice Attachment.
  2. Select Enable Add Attachment functionality to enable reviewers to add attachments and/or Enable Invoice Annotations to enable reviewers to add stamps and comments.
    Note: Optionally, you may check Annotation - Delete original if non-PDF to replace non-PDF files after adding annotations. You may also set the Default PDF Zoom Level.
  3. Attach any custom stamps to either HQ Company Setup or AP Company Parameters in Vista. Set the Attachment Type to AP Invoice. Make sure to add a description to each attachment, as this is how they will be labeled in the Add Annotation window.
Reviewers can now add attachments, annotations, and stamps to invoices. Reviewers may need to log out and back in before new stamps are available for use. For more information, see: Add Invoice Annotations and Stamps.
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