Attach a Receipt to an Expense Sheet Line

When associating a receipt with an expense sheet line, you have two options. You can attach the receipt directly from your local drive, or you can choose to associate an expense sheet line with an existing receipt.

To attach a receipt to an expense sheet:

1. Navigate to Expenses workspace » Registrations tab.
2. Select the line you want to add a receipt to.
3. To attach a receipt from your local drive:
   1. Click ..., and select Attach Receipt To Line.
   2. In the dialog that opens, click Choose File to open your file explorer.
   3. Select the file you want to upload.
   4. Click Open, or press ENTER.
   5. Click Ok. The receipt is attached to the expense sheet line. It is also added to the Receipts tab of the Expenses workspace.
4. To attach an existing receipt to a line:
   1. Navigate to the Expenses workspace and locate the expense sheet using the Search Tool.
   2. Click the Receipts workspace.
   3. In the Receipt field, select a file from the drop-down list.
   4. Click Save. The receipt is attached to the expense sheet line.