Attach a Document to an Expense Report

You can upload and attach documents, such as receipts, to your expense reports. This allows you to track your expense items and keep all associated documents in one place.

This feature is available if Vision is configured to allow you to upload and attach documents to certain types of transactions and if the expense report is editable.

You can select documents that are specific to each expense line or attach the same document to multiple expense lines on your expense report. When uploading receipts, this backs up the receipts online and makes them available for your expense report through the approval and payment process.

To attach a document to an expense report, complete the following steps:

1. From the Vision Navigation menu, click Time & Expense > Expense Report.
2. Open an expense report file and add a transaction line on the grid.
3. On the General tab, click the button in the Document column. The Supporting Document dialog box displays. You can select one or more documents to associate with one or more expense items.
4. After you upload the documents, use any of the following options on the Supporting Document dialog box

   Option	Description
   View	Click this button to view the uploaded document.
   Associate with All	Click this button to associate the selected document with all existing expense lines in the transaction grid. You can only associate one document at a time with all expense items. Repeat this process for each document that you want to associate with all. This option does not apply to new expense lines.
   Disassociate From All	Click this button to remove the association between the selected document and every expense line on the expense report. You can only remove the association for one document at a time with all expense items. Repeat this process for each document that you want to disassociate with all.
   Select	Select this option next to each document that you want to associate with the current expense item. This is useful when you want to associate multiple documents on the Supporting Document grid with one expense item.
   Associate with New Expense Lines	Select this option to associate the selected document with every new expense item that is entered. Clear this option if you do not want the selected document automatically associated with new expense items.
   Description	When you upload a document, its description automatically prefills in this field. You can modify the document's description in the Description field, but you cannot modify the document's filename in the File Name field.

5. Click OK to close the Supporting Document dialog box. The Upload Document icon on the expense report transaction line changes to indicate Document Uploaded. You can hover over this icon to view a tooltip that describes the attached documents.

   If you click Cancel before you click OK to associate the documents, the documents are not associated with the transaction line, and are not saved on the Supporting Document dialog box.