You can replace an existing expense receipt that is linked to an expense line within a timesheet. This also creates a new version of the receipt document in the
PIM
DMS.
To replace an expense receipt:
-
Navigate to the
Personal Zone.
-
On the Timesheets dashpart, click
against the timesheet that you want to open.
Use the
From and
To fields to change the date range to display timesheets for, if required. If the Timesheets dashpart is not displayed, click
to add it.
-
On the bottom of the timesheet form, click
to display the Expenses panel.
-
Click
on the expense line for which you want to replace the expense receipt document for.
-
On the Replace Document window, click
Choose a File.
-
On the Windows file selection dialog box, select the receipt document, and click
Open.
- Optional:
To update the title and properties of the document in the
PIM
DMS, do any of the following:
- To replace the existing document title with the title of the new document, click
Set as Title. Alternatively, you can use the
New Title field to manually enter a new title.
- To update the location and details, click
to open the Edit Properties dialog box. Modify the properties and details, as required, and click
Finish.
-
Click
Replace.