Attach or Detach a Receipt

You can attach receipts either to an expense sheet or expense sheet line. You also have the option to remove a receipt attached to an expense sheet line and keep or remove the receipt from your Archives folder.

Note: You can attach receipts either on the Expense Sheet and Expense Sheet Line screens, or by using Quick Capture. For more information on the latter, see the Quick Capture section.

To attach a receipt to an expense sheet or expense sheet line:

  1. Tap , and then tap Expense Sheet.
  2. Tap either the Open or All tab, scroll through the list, and tap the expense sheet you want to modify.
  3. On the Expense Sheet screen, take any of the following steps:
    • To attach a receipt to an expense sheet:
    1. Tap then tap Attach Receipt.
    2. Tap Take Picture to take a photo of the receipt or tap Pick from Gallery to select a photo of the receipt from your device’s gallery.
    • To attach a receipt to an expense sheet line:
    1. Tap an expense sheet line.
    2. On the Expense Sheet Line screen, tap then tap Attach Receipt.
    3. Tap Take Picture to take a photo of the receipt or tap Pick from Gallery to select a photo of the receipt from your device’s gallery.
  4. Tap .