If you have already created and saved an expense item in the desktop application, you can attach a receipt to it from the expense report if it has not yet been submitted:
Click the paper clip icon and continue from "The Attach Receipt Screen" below.
If no paper clip is displayed on the expense line, this means your company settings do not require a digital receipt for this expense.
Alternatively you can attach a receipt while filling in the expense form:
Click Add a receipt on the expense form to display the Attach Receipt screen.
The Attach Receipt Screen
From this screen you can attach a receipt image from:
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your computer’s file system
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your Portfolio
Attaching from Your File System
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On the Attach Receipt screen, click Choose File.
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Locate the file name of the receipt image.
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Click the file name.
The expense form is redisplayed with a Receipt field showing the file name.
You can repeat this operation for the same expense as many times as required, for instance if your receipt is composed of several separate digitised pages.
Click Save to save the expense form with the receipt attached.
Attaching from Your Portfolio
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On the Attach Receipt screen, click Select a file from your Portfolio.
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Click the
and
buttons on the screen to locate the receipt image.
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Click Choose.
The expense form is redisplayed with a Receipt field showing the file name.
You can repeat this operation for the same expense as many times as required, for instance if your receipt is composed of several separate digitised pages.
Click Save to save the expense form with the receipt attached.
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