Expense Line Receipts Dialog Box

If Vision is configured to enable you to upload and attach documents to certain types of transactions, use the Expense Line Receipts dialog box to upload copies of your receipts and attach them to one or more individual expenses on an editable expense report in iAccess.

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.

On this dialog box, you can attach a previously uploaded receipt to an expense item or upload additional receipts. The dialog box also provides a list of all files that have been uploaded for the report, even if those that were uploaded and attached to a different expense line.

Location

To open the Expense Line Receipts dialog box, complete the following steps:

1. Select the expense report in the Expense Reports area of the Employee workspace.
2. Select an expense item on the Expense Reports grid and click in the RECEIPTS column.

Contents

Field	Description
Upload Receipts	Click this button to locate and select one or more receipt files that you want to upload. (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.
Selected Expense	These fields display key data from the currently selected expense for your reference.
FILE NAME	This column displays the name of the receipt file.
DESCRIPTION	This column displays the name of the file as the default description. You can enter a different description of the file.
ATTACH TO SELECTED EXPENSE	Select this check box to attach the receipt to the currently selected expense item. This check box is selected by default if you upload a receipt on this dialog box. You can only change this option while the expense report is editable. To detach a receipt from the currently selected expense item but leave it attached to the expense report, clear this check box.
ALREADY ATTACHED TO LINE	This column displays a checkmark for receipts that are attached to one or more individual expense items.
	Click on a receipt row to view the contents of the receipt file.
	Click on a receipt row to remove that receipt from the expense report. (if you want to detach the receipt from the currently selected expense item but want it to remain attached to the expense report, do not use this option. Instead, clear the ATTACH TO SELECTED EXPENSE check box.)
Save and Cancel	Click Save to save the uploaded receipts and other entries and close the dialog box. Click Cancel to discard your unsaved uploads and entries and close the dialog box.