Attach Receipts & View

Attaching receipts

The Process Receipts tool may be used to upload receipts in order to associate them with an existing expense report. This procedure does not turn the Receipts Received flag in the system to Yes. In order to change the flag immediately, the user must view the receipts on the Attach Receipts & View tab, or enter the Report ID on the Receipts Received tab. If receipts are not viewed, then the flag will be updated when the imaging job next executes.

To attach receipts to an expense report:

1. Click the Attach Receipts & View tab. Enter the report identifier found on the Receipt Report into the Report ID field. If your company uses a hand-held scanner to track images, you can use that scanner to populate the Report ID field.

2. Click Attach Receipts. The Attach Files window appears.

3. Use the instructions in each window to successfully upload one or more images in your upload session.

Viewing receipts

Images of the receipts associated with an expense report may be viewed using options in the Attach Receipts & View page. The act of viewing a receipt image will update the Receipts Received flag to Yes.

To view receipts associated with an expense report:

1. Click the Attach Receipts & View tab.

2. Enter the report identifier found on the Receipt Report into the Report ID field.

3. Click View Receipts. A viewer opens that allows you to scroll through all the receipts associated with the expense report