Attach a Document to a Credit Card Charge
You can attach an associated document to a credit card charge when you reconcile a credit card statement.
Prerequisites: To add an associated document to a charge in Credit Card Reconciliation, the charge must already have been entered on an expense report in
, and the expense report must be posted.
The accepted file types that you can upload are: PDF, Word, Excel, jpeg, tiff, png, bmp, and gif. Vision does not support the upload of a password-protected document. Uploaded documents are converted to PDF format.
To attach (upload) a document to a credit card charge, complete the following steps:
- From the Vision Navigation menu, click .
- On the Credit Card Statement Selection dialog box, enter the information to select a statement and click Select.
- Click the Charges tab on the Credit Card Statement Reconciliation form.
- Select the charge in the grid for which you want to attach a document, and click Details on the grid toolbar.
- On the Details dialog box, click the icon in the Document field in the grid.
- On the Supporting Document dialog box, click Upload on the grid toolbar.
- On the Open dialog box, select a file to upload and click Open. You are returned to the Supporting Document dialog box, where the uploaded document displays in the grid as a .pdf file.
- On the Supporting Document dialog box, you can view the file, change the description, or delete the file.
- Click OK to return to the Charges tab of the Credit Card Statement Reconciliation form.
- Click Save on the toolbar.