Upload and Attach a Receipt to an Expense Report

If Vision is configured to enable you to upload and attach documents to certain types of transactions, you have the option to upload copies of your receipts to iAccess and attach them to an expense report.

Prerequisites:

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.

To upload and attach receipts to an expense report, complete the following steps:

1. Select the expense report in the Expense Reports area of the Employee workspace.
2. Click on the Expense Reports toolbar to open the Expense Report Receipts dialog box.
3. Click Upload Receipts.
4. Locate and select the receipt files that you want to upload and attach to the expense report. (You can only upload one file at a time when using Safari or Internet Explorer 9.) iAccess supports the following file types: bmp, jpg, gif, png, tif, pdf, doc, docx, xls, and xlxs. The upload process creates a copy of each file in .PDF format and uploads the .PDF file into iAccess.
   Note: Before you upload an Excel file, you must format the file so that each Excel page has a defined print area. This ensures that the PDF conversion process does not insert page breaks or change the formatting so that columns are broken.
5. If you want a receipt to be automatically attached to new expenses that you later add to the expense report, select ATTACH TO NEW EXPENSE LINES for the receipt.
6. Click Save to attach the receipts to the expense report.