Attach Receipts to an Expense Report

If your system administrator configured Deltek to enable you to manage transaction documents, you can attach copies of your receipts to expense reports.

Uploading receipts and attaching them to your expense reports enables you to track your expense items more closely and keep all associated documents in one place. Unlike paper receipts, the attached copies are backed up online and automatically accompany your expense report through the approval and payment process.

To attach receipts to an expense report:

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 submit or create a new expense report.
3. Click the Actions drop down field and select the Upload Receipts option. The Expense Report 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 receipt you uploaded is displayed in the Expense Report Receipts dialog box grid. The receipt file that you selected is converted to PDF in the upload process. An error message is displayed If the file size exceeds the file size limit. Contact your administrator for support.
6. In the Expense Report Receipts dialog box grid, select the Automatically Attach to New Lines option for the receipt to automatically attach the receipt file to new expense lines that are added to the expense report.
7. To attach the receipt to existing expense lines in the expense report, click drop down and select the Attach to All Existing Lines option
8. Click Save to save your settings and close the Expense Report Receipts dialog box.