Attachments Screen

The Attachments screen displays items that you are required to include with the expense authorization. These could include items such as an airfare quote, hotel room confirmation, or trip authorization form.

This screen displays when you click in the Action column on the Workflow Status screen, or if you click to edit an existing attachment.

Contents

Screen Fields

Field	Description
Manual Attach	Select Manual Attach to browse for a file that you want to attach.
Fax Attach	Select Fax Attach if you do not want to attach an electronic file, but instead want to create a coversheet file that can be used to track documents that you will fax. The coversheet displays on the Print dialog after you click Submit.
Description	Enter a description of the item you are attaching.
Browse	Click Browse to search for the file that you either want to upload or print.
File	This field displays the file path you selected through the Browse function.
Select All	Click Select All if the attachment applies to all the attachment type listed in the table.
Select	Use the Select check box to select the item that applies to the file you have attached. Note: When in Edit mode, if you clear a check box, you will be required to attach a different file.
Missing	If missing the required attachment for a given item in the table, select the Missing check box next to that item.
ID	For expense level items, this field displays the ID number that identifies the expense.
Attachment Type	This field displays the type of attachment that is required for this item. For expense level items, the attachment type might be an airfare quote, but for an expense authorization level item, the attachment type might be a trip approval form.
Expense Type	Where applicable, this field displays the type of expense that applies to this item. For example, for an expense level item, the expense type might be car rental or hotel. Where the expense type is not applicable, N/A displays in this field.
Description	If applicable, this field displays the charge description for this item.
Amount	For expense level attachments, this field displays the amount of the expense.
Currency	For expense level attachments, this field displays the transaction currency for the expense.
Missing Explanation	If you selected Missing for an attachment item, enter an explanation of why the required attachment(s) is missing.
Cancel	Click Cancel to close the Attach screen and return to the Workflow screen without saving any changes.
Reset	Click Reset to clear the fields of any modifications you have made.
Submit	Click Submit to complete the attachment process, or if this is a FAX attachment, the coversheet displays on the Print dialog box, where you can print it. In this case, Deltek Expense generates a report that provides basic information about the expense authorization and identifies the item(s) you are faxing. Your system administrator may configure coversheets to print in one of two ways: Print Coversheet by Expense — When your system administrator selects this option, a separate coversheet prints for each expense. If you select multiple expenses, multiple coversheets print, each containing its own unique barcode. Print Coversheet by Attachment Type — When your system administrator selects this option, a single coversheet prints for expense(s) of the same type, as displayed in the Type column. However, multiple coversheets print if you select expenses for multiple attachment types. For example, if two different attachment types display in the Type column and you select expenses for both, two separate coversheets print, and each coversheet lists the expenses assigned to that attachment type. Because multiple expenses may be listed in a single coversheet, they display in table format directly below the barcode, and they will flow to multiple pages if necessary. The barcode must be visible at all times. If you tape receipts to the coversheet, do not tape them over the barcode, which is scanned to identify which expense authorization to update.