Attach a Receipt to an Expense Line

You can attach copies of your receipts to specific expense lines for an expense report.

If you use the DPS on-premises product, you can attach receipts (part of the Supporting Documents feature), only if Transaction Document Management is configured. For more information about the configuration, see Configuring Supporting Documents.

To attach a receipt to an expense line:

1. In the Navigation pane, select My Stuff > Expense Report.
2. Use the search field above the Expense Reports form to search for and select the expense report that you want to update.
3. Click under the Receipts column in the right grid of the Expense Report form for the expense line. The Expense Line Receipts dialog box displays.
4. Click Upload Receipts to display a standard Windows file selection dialog box.
5. Select the receipt that you want to include in the expense report and click Open to upload it. The file that you uploaded is displayed in the Receipts grid of the Expense Line Receipts dialog box.
6. In the Receipts grid of the Expense Line Receipts dialog box, select the Attach to Selected Expense option to associate the uploaded receipt with the expense line.
7. If there are existing receipts in the Receipts grid, you have the option to select the Attach to Selected Expense option to associate these existing receipts with the expense line.
8. Click Save.