You can scan the documents and attach them directly to your report. They can be attached to an individual expense, or to the expense report as a whole.

Attaching at the expense report level will allow you to include documents for multiple expenses within the same scan. You may choose to organize your documents in a manner that helps your Approver review them (for example, by date or by supplier).

Approvers have the ability to attach additional documents to a report that has been submitted to them for review. However, documents cannot be deleted once the expense report is submitted.

Read the procedures

  1. To view a list of required documentation for your expense report, use the Receipts dropdown and select Receipts Required. The Receipt Review window appears, which lists only the expenses that require documentation.

  2. Scan the required documentation and save the images to a folder on your computer.

    Note: If a receipt was emailed to you, there’s no need to scan it. Simply save the file to a folder on your computer and proceed with these instructions.

  3. When you are ready to attach the images, use the Receipts dropdown and select Attach Receipt Images. A separate window will appear.

  4. Click Browse.

  5. Locate and select the receipt image you would like to attach and click Open.

  6. The selected receipts will then be listed under Files Selected for uploading. You can attach up to 10 files at a time. Each file no more than 5MB in size.

  7. Once all appropriate file names appear for uploading, click Upload.

  8. The status of each file will change to Attached once it has been uploaded.

  9. Click Close once every file listed has a status of Attached. Repeat this process as many times as needed until all required documentation is attached to your expense report.

  10. As a best practice, you should review the attached images. To do this, use the Receipts dropdown and select either View Receipts in new window or View Receipts in current window. Your attached images will appear in a separate window. After reviewing your images, close the window.

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