Expense Report Receipts Dialog Box

If Vision is configured to enable you to upload and attach documents to certain types of transactions, use the Expense Report Receipts dialog box to upload copies of your receipts to iAccess and attach them to an editable expense report.

You can also use this dialog box to view all of the files that have been uploaded for the report, and you can delete receipt files that you no longer want attached to the expense report.

Parent Topic: Fields and Options

Location

To open the Expense Report Receipts dialog box, 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.

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.
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 NEW EXPENSE LINES Select this check box for the receipt file if you want to automatically attach the receipt to any new expense item that is subsequently added to the expense report. You can only change this option while the expense report is editable.
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.
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.