Expense Report Receipts Dialog Box

Use the Expense Report Receipts dialog box to upload receipts for your 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.

This dialog allows you to upload one or more receipt files and choose if they should be attached to new expense lines that are subsequently added. You can also view all of the files that have been uploaded for the report. While on each expense line, you can choose which receipts apply to the expense.

Parent Topic: Screens

Location

To open the Expense Report Receipts dialog box, complete the following steps:
  1. Open an expense report.
  2. Click the Receipts link to open the dialog box.

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.

Grid Fields

Field Description
File Name This non-editable field displays the name of the file.
Description This field displays a description of the file. You can modify this information as needed.
Attach to New Expense Lines Select this check box to automatically attach this receipt to any new line item that is added to the expense report. A displays in the Receipts column for each expense item that is added when this check box is selected. 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 Expense Report Receipts dialog box.