The Attachments page allows you to view or upload a attachment to an Expense Report. To upload an attachment:
- Click on the Attachments
tab - Click on Upload to chose where to retrieve your attachments.
- Browse from local computer
- Browse your PC for the attachment by click on the
icon. - Once you have located your attachment, click on Open.
- Update the Description field 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
icon. - Once you have made your selection(s), click on Attach.
- Browse your PC for the attachment by click on the
- Browse from local computer
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.