Automatically Associate a Document with all Expense Report Transactions

You can automatically associate a document with all existing transaction lines on an expense report.

To automatically associate a document with all expense report transactions, complete the following steps:

1. In the Document column on the transaction grid, click the Upload Document button.
2. On the Supporting Document dialog box, select the document that you want to associate with all existing transactions and click the Associate with All option. The Associate with All option only impacts current transaction lines on the expense report. To associate the document with new expense transaction items, you must select the Associate with New Expense Lines option on the Supporting Document dialog box.
3. Repeat this process for each document that you want to associate with all transactions.
4. Click OK.