Attach a Receipt to an Expense Line

If Deltek is configured and enables you to manage documents of transactions, you have the option to attach copies of your receipts to specific expense lines for an expense report.

To attach a receipt to an expense line:

1. In the Navigation pane, go to the My Stuff section and select Expense Reports.
2. Use the search field above the Expense Reports form to search for and select the expense report that you want to update.
3. Click found under the Receipts column in the right grid of the Expense Report form for the expense line. The Expense Line Receipts dialog box displays.
4. Click the Upload Receipts button to display a standard Windows file selection dialog box.
5. Select the receipt that you want to include in the expense report and click Open to upload it. The file you uploaded is displayed in the Receipts grid of the Expense Line Receipts dialog box.
6. In the Receipts grid of the Expense Line Receipts dialog box, select the Attach to Selected Expense option to associate the receipt with the expense line.
7. If there are existing receipts in the Receipts grid, you have the option to select the Attach to Selected Expense to associate existing receipts with the expense line.
8. Click Save to save your settings and close the Expense Line Receipts dialog box.