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 Vantagepoint 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 include the Upload Receipts option, which 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 for all associated dialog boxes. You can also use the Expense Line Receipts dialog box to attach the receipt to an existing expense line or use the Expense Report Receipts dialog box to attach to all future lines expense lines. If you don't need a receipt anymore, you can also delete it using these dialog boxes.