Expense Reports and Supporting Documents

You can upload and associate receipts with expense reports or individual expense lines in an expense report.

If you use the DPS on-premises product, you can attach receipts (part of the Supporting Documents feature), only if Transaction Document Management is configured. For more information about the configuration, see Configuring Supporting Documents.

You can manage receipts in the following dialog boxes in Expense Reports:

• Expense Report Receipts dialog box
• Expense Line Receipts dialog box

These dialog boxes have the Upload Receipts option that you can click to display the standard Windows file selection dialog box and select the receipts to be uploaded. When you upload a receipt from any of these dialog boxes, the uploaded receipt is displayed in all dialog boxes. You can also use the dialog boxes to configure each receipt by associating it with each expense line or detaching it from all expense lines. And if you don't need a receipt anymore, you can also delete them through these dialog boxes.