Attach a Document to an Expense in Interactive Billing

You can associate documents with expenses. You can select documents that are specific to each expense line or attach the same documents to multiple expense lines.

To attach a document to an expense, complete the following steps:

1. From the Vision Navigation menu, click Interactive Billing > Expenses.
2. Open an expense file and add a transaction on the grid.
3. Click the Upload Document button in the Document column to upload the document. The Supporting Document dialog box displays. By default, the Associate with new transactions option is selected for each document on the Supporting Document dialog box. If the expense is a billable transaction, the documents are listed with the Print with Invoice option selected.
4. If you do not want a given document automatically associated with new transactions, clear the Associate with new transactions option for that document.
5. If you do not want the expense to print with the invoice, clear the Print with Invoice option. You can modify this option if the Expense Reports option is selected (in the Print Supporting Documents group box on the Billing Backup tab of Vision Billing Terms) and if the security role allows changes to supporting documents.
6. Click the Select option next to each document that you want to associate with the current expense. You can modify the document's description in the Description field but you cannot modify the document's filename in the File Name field.
7. Click OK to close the Supporting Document dialog box. The Upload Document icon on the expense line changes to indicate Document Uploaded. You can hover over this icon to view a tooltip that describes the attached documents. If you click Cancel before you click OK to include the documents, the documents are not included with the expense line, and are not saved on the Supporting Document dialog box.