Manually Attaching to Report either by uploading a picture or taking a picture by mobile device
On the Desktop:
Here is a video demonstrating how to Add Multiple Attachments at the Line Level on the Desktop:
Widget Connector | ||
---|---|---|
|
- Go to the Expenses tab.
- Select a Current ReportGo to the Expense
- Open up the report you would like to add the attachment to.
- To add a new expense go to Add an Expense
a. ADD AN EXPENSE- Choose Expense Type
- Fill in the details
- To Upload a Receipt/Attachment
a. Go to Receipt Viewer
b. Select Upload an Attachment
c. Choose a File (or multiple files) and Upload - Under Attachments in the Receipt Viewer you can:
-View your receipts/attachments by selecting the receipt you want to see
-Delete receipts/attachments by clicking delete- and click on SAVE
- Click on UPLOAD or Click on Receipt Tab after Details and you will see two options
- Browser from local computer - To load file(s) form your local computer
- Browser receipt repository(#) - To access your receipt repository and attach receipts that you may emailed them or saved in your repository.
If you have uploaded more than one receipt on the expense line, you may view each one by click on the drop-down box next to Attachments.