The dialog box contains fields and options to manage expense report receipts.
Contents
| Field | Description |
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| Upload Receipts
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Click this button to locate and select one or more receipt files that you want to upload. (You can only upload one file at a time when using Safari or Internet Explorer 9.)
DPS supports the following file types: bmp, jpg, gif, png, tif, pdf, doc, docx, xls, and xlxs. The upload process creates a copy of each file in .PDF format and uploads the .PDF file into
DPS.
Before you upload an Excel file, you must format the file so that each Excel page has a defined print area. This ensures that the PDF conversion process does not insert page breaks or change the formatting so that columns are broken.
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Receipts Grid
| Field | Description |
|---|
| File Name
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This column displays the name of the receipt file.
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| Description
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This column displays the name of the file as the default description. You can enter a different description of the file.
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| Automatically Attach to New Lines
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Select this check box for the receipt file if you want to automatically attach the receipt to any new expense item that is subsequently added to the expense report. You can only change this option while the expense report is editable.
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This option is displayed in the row when you select a file in the grid. Click this option to view the file.
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This option is displayed in the row when you select a file in the grid. Click this option to display a menu with the following options:
- Attach to All Existing Lines: Attach the selected file to all expense lines in the expense report.
- Detach from All Existing Lines: Detach the selected file to all expense lines in the expense report.
- Delete Receipt: Delete the file from the expense report. If the file is attached to an expense line, a message displays to confirm the file removal.
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