Attach Receipts to an Expense Report

You can attach copies of your receipts to expense reports.

Uploading receipts and attaching them to your expense reports enables you to track your expense items more closely and keep all associated documents in one place. Unlike paper receipts, the attached copies are backed up online and automatically accompany your expense report through the approval and payment process.

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 receipts to an expense report:

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 submit or create a new expense report.
3. On the Actions bar, click Other Actions > Upload Receipts.
4. On the Expense Report Receipts dialog box, click the Upload Receipts button 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 receipt that you uploaded displays on the Expense Report Receipts dialog box. The receipt file that you selected is converted to PDF in the upload process. An error message displays if the file size exceeds the file size limit. Contact your administrator for support.
6. On the Expense Report Receipts dialog box grid, select the Automatically Attach to New Lines option for the receipt to automatically attach the receipt file to new expense lines that are added to the expense report.
7. To attach the receipt to existing expense lines in the expense report, click drop down and select the Attach to All Existing Lines option.
8. Click Save.