Attach a Document to an Expense Report

You can associate documents with the expense report.

You can select documents that are specific to each expense line or attach the same documents to multiple expense lines.

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. Click Upload Document button in the Document column to upload the document. The Supporting Document dialog box displays. By default, the Associate with new transactions option is selected for each document on the Supporting Document dialog box.
4. If you do not want a given document automatically associated with new transactions, clear the Associate with new transactions option for that document.
5. Click the Select option next to each document that you want to associate with the current expense report transaction. You can modify the document's description in the Description field but you cannot modify the document's filename in the File Name field.
6. 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.