Upload and Attach a Receipt to an Individual Expense

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 and attach them to one or more individual expenses on an expense report in iAccess.

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. Select an expense item on the Expense Reports grid and click in the RECEIPTS column to display the Expense Line Receipts dialog box.
3. Click Upload Receipts.
4. Locate and select the receipt files that you want to upload and attach to the expense item. (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 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. ATTACH TO SELECTED EXPENSE is selected by default for the uploaded receipts. If you decide that you want to attach a receipt to the expense report but not to the selected expense, clear that check box. Note: The Expense Line Receipts dialog box lists all receipt files that are attached either to the expense report as a whole or to individual expenses on the report. To attach one of those receipts to the currently selected expense, select ATTACH TO SELECTED EXPENSE for that receipt.
6. Click Save to attach the receipts to the selected expense.