Contents of the Supporting Document Dialog Box

Use the fields and options to upload documents and associate them with transactions.

Field	Description
Upload	Click this option to access the browse/open file dialog box. Use standard Windows functionality to select one or more documents and click Open to upload the documents.
View	Select a document from the grid and click this option to view the PDF version of the document.
Associate with All (Expense Reports and AP Vouchers only)	Select a document on the grid and click this option to associate the document with all transactions related to the expense report.
Disassociate From All (Expense Reports and AP Vouchers only)	If you have associated a document with all transactions on the expense report or AP voucher and you need to remove the association, select the document and click Disassociate from All. The document remains uploaded on the Supporting Document dialog box but the association between it and the existing transactions is removed. Expense reports: When you submit the expense report, a message displays that lists any "orphaned" documents and notifies you that they will be deleted. You have the option at that point either to submit the report and delete the documents or to postpone the submission so that you can review the documents to determine if they should be associated with the expense report.
Delete	Select a document from the grid and click this option to remove the document from the dialog box. If this 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 confirm the deletion.
Select	Select this check box to associate the document with the transaction. Clear this check box to remove the document's association with the transaction. Expense Reports: If you upload a document for an expense report and later clear this check box for that document for all expense report rows, a message displays when you submit the expense report that lists any "orphaned" documents and notifies you that they will be deleted when you submit the expense report. You have the option at that point either to submit the report and delete the documents or to postpone the submission so you can review the documents to determine if they should be associated with the expense report.
File Name	Displays the file name of the uploaded document.
Description	When you upload a document, its description automatically prefills in this field. This can be modified.
Associate with New Transactions	When this option is selected for a document, the document is automatically associated with any new transaction that is entered on the grid.