Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Click on the Attachments Image RemovedImage Added tab
  • Click on Upload to chose where to retrieve your attachments.
    Image RemovedImage Added
    • Browse from local computer
      • Browse your PC for the attachment by click on the Image RemovedImage Added icon.
      • Once you have located your attachment, click on Open.
      • Update the Description field is if you would like to update the name of the file.
      • Click Upload to attach your document to the report.
      • Browse from receipt repository.
        • A list of previously loaded receipts, emailed receipts, and or pictures taken via mobile will appear.
        • Select the attachment you would like to add to the report. 
        • You can preview the attachment on the bottom of the screen once you select the line or you can preview in full screen by click on the 
        Image Removed
        • Image Added icon.
        • Once you have made your selection(s), click on Attach.

Receipts/attachments can also be uploaded via the Receipts tab on the Expenses Page. The tab will be available on the expense line once the expense has been saved.

Widget Connector
urlhttps://www.youtube.com/watch?v=SQnJtGnQ6o4G14cUTPyB5k