Use the fields and options to add or modify supporting documents.
Supporting Document Grid - Toolbar
| Field | Description |
|---|
| Supporting Document grid drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| View
|
Click this option to view the selected supporting document in the grid. A viewer displays, showing a preview of the document in PDF format.
This option is available when you access the Supporting Documents dialog box by clicking the document icon for a transaction line item in the
Document column on the Expenses tab or the Units tab.
|
| View All
|
Click this option to view all supporting document in the grid. A viewer displays, showing a preview of a PDF document containing all supporting documents included in the Supporting Documents dialog box grid.
This option is available when you access the Supporting Documents dialog box via the toolbar by clicking
.
|
| View Selected
|
Click this option to view the selected supporting document in the grid. A viewer displays, showing a preview of the document in PDF format.
This option is available when you access the Supporting Documents dialog box via the toolbar by clicking
.
|
| Upload
|
Click this option to access the standard Windows browse/open file dialog box where you can select one or more supporting documents for upload.
DPS converts all uploaded documents, regardless of their original format, to PDF format. Uploaded documents are displayed on the Supporting Documents grid.
This option is available when you access the Supporting Documents dialog box by clicking the document icon for a transaction line item in the
Document column on the Expenses tab or the Units tab.
|
| Delete
|
Click this option to delete a selected supporting document from the grid. If the supporting document is only associated with the current transaction, it is deleted. If the document is associated with at least one other transaction, a confirmation message displays. Click
Yes to continue to delete the supporting document from the current transaction and is still available in the other associated transactions.
This option is available when you access the Supporting Documents dialog box by clicking the document icon for a transaction line item in the
Document column on the Expenses tab or the Units tab.
|
Supporting Document Grid - Fields
| Field | Description |
|---|
| Type
|
This field displays the transaction type that is associated with the supporting document.
This field is available when you access the Supporting Documents dialog box via the toolbar by clicking
.
|
| File Name
|
This field displays the name of the file that is attached to the selected expense line item.
|
| Description
|
This field displays the description of the file.
|
| Print with Invoice
|
If you select this check box for a billable expense, and the
Expense Reports or
Units option is selected in the Print Supporting Documents section on the Billing Backup tab of the Billing Terms form, the document will print with the invoice.
|
