Attached Receipts Dialog Box

Use the Attached Receipts dialog box to view the receipts that are uploaded for the selected expense report.

This feature is available if Vision is configured to allow you to upload and attach documents to certain types of transactions and if the expense report is editable.

While using this dialog box, you can choose to attach a receipt to an expense item on the report, or upload additional receipts as needed. It also provides you with a place to view all of the files that have been uploaded for the report, even if they were uploaded while on an expense line.

Location

To open the Attached Receipts dialog box, complete the following steps:

1. Open an expense report.
2. Click the or in the Receipts column.

Contents

Field

Description

Upload Receipts

Click this button to open the Upload dialog box and search for and select one or more receipts that you want to upload. Navigator supports the following file types: bmp, jpg, gif, png, tif, pdf, doc, docx, xls, and xlxs. As you make your selections, a .PDF is created for each file. This is the .PDF is uploaded into Navigator. Note: Before you upload an Excel file, be sure to format the file so that each Excel page has a defined print area. This will ensure that the PDF conversion process will not insert page breaks or change the formatting such that columns are broken. Navigator displays a progress dialog while the documents are uploading. When complete, the documents are listed in the order they were uploaded. The next time you open this dialog box, the documents will be listed in alphabetical order based on the Description column on the Attached Receipts grid. Note: You can only upload one file at a time when using Safari or Internet Explorer 9.

Selected Expense Fields

These non-editable fields provide a reference for the current expense line that is selected on the Expense Report grid.

Attached Receipts Grid Fields

Use the Attached Receipts grid to view the receipts that have been uploaded for this expense report. Use the Attach to Selected Expense check box to select a receipt for the currently selected expense item.

Field	Description
File Name	This non-editable field displays the name of the file. If the length of the File Name is greater than the column display, you can mouse over the column to view the complete name.
Description	This field displays a description of the file, which you can modify as needed. The list of receipts is sorted alphabetically based on this field, so the sort order will automatically update when you reopen this dialog box if you change the Description.
Attach to Selected Expense	Select this check box to attach this receipt to the selected expense item on the expense report. This check box is selected by default if you upload a receipt on this dialog box. You can only change this option while the expense report is editable.
Attached to Expenses	This non-editable option is selected when the receipt is attached to an expense item. It updates automatically when: An expense item is manually attached to the receipt. All expense items with attachments to the receipt are deleted.
View Receipt	Select a receipt on the Receipts grid and click the associated View button to preview the receipt in .PDF format.
Delete Receipt	Select a receipt on the Receipts grid and click the associated Delete button to remove it from the expense report.

Buttons

Field	Description
OK	Click to save your updates and close the Attached Receipts dialog box.