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Adding attachments to Line Level on Mobile Device

Adding attachments to Line Level on Mobile Device

How to Manually Attach a Receipt by Uploading an Image or Capturing One Using a Mobile Device

On the Mobile Application
  1. Go under My Expense

  2. Click the edit icon on the report you would like to add the attachment to.

  3. To add a new expense, click the Add

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    icon

    1. Choose Expense Type

    2. Fill in the details and click on Next

    3. You will be prompted to add your attachment, and you will see three options

      1. Browser from your device - After tapping the icon, you’ll see several options for adding an attachment. You can browse and choose from the following:

        1. Photo Library: Browse your device’s to select a saved photo of the attachment

        2. Take Photo: Open your camera to take a new photo directly within the app

        3. Choose File: Browse through your device’s storage to choose documents or other types of files

          image-20250326-192439.png
      2. Camera - Take a photo of the attachment directly within the app

      3. Browser receipt repository(#)  - To access your receipt repository and attach receipts that you may emailed them or saved in your repository. 

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  1. If you select your image from your device or take a picture of it you will be prompted to crop the image in the Image Cropper screen

  2. Once you have cropped the image click Done

  3. Now under the New Attachment screen click Next

  4. You are able to add additional attachments under the Attachments screen

  5. Click Done

 

If your expense has already been added to your report and you only need to attach your receipt:

  1. Click the Attachments

    image-20250327-134857.png

    icon on the expense line you would like to add your receipt to

  2. You will be prompted to add your attachment, and you will see three options

    1. Browser from your device - After tapping the icon, you’ll see several options for adding an attachment. You can browse and choose from the following:

      1. Photo Library: Browse your device’s to select a saved photo of the attachment

      2. Take Photo: Open your camera to take a new photo directly within the app

      3. Choose File: Browse through your device’s storage to choose documents or other types of files

    2. Camera - Take a photo of the attachment directly within the app

    3. Browser receipt repository(#)  - To access your receipt repository and attach receipts that you may emailed them or saved in your repository. 

  3. f you select your image from your device or take a picture of it you will be prompted to crop the image in the Image Cropper screen

  4. Once you have cropped the image click Done

  5. Add a Label for this attachment

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  1. Click the Arrow

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    at the top of the page

  2. If no additional receipts need to be added click Done

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2025 DATABASICS, Inc