Supporting Document Dialog Box

Use the Supporting Document dialog box to associate one or more documents with a transaction (or set of transactions).

Location

To open the Supporting Document dialog box, complete the following steps:

1. Open the transaction file.
2. Add a transaction line to the grid.
3. Click the Upload Document button in the Document column.

Contents

Field	Description
Upload	Click this option to access the browse/open file dialog box. Using standard Windows functionality, select one or more documents and click Open to upload the documents to the Supporting Document dialog box.
View	Select a document from the grid and click this option to view the PDF version of the document.
Delete	Select a document from the grid and click this option to remove the document from the dialog box. If this document is only associated with the current transaction, it is deleted. If the document is associated with at least one other transaction, a confirmation message displays. Click Yes to confirm the deletion.
Associate with All (Expense Reports and AP Vouchers only)	Select a document on the grid and click this option to associate the document with all transactions related to the expense report.
Disassociate From All (Expense Reports and AP Vouchers only)	If you have associated a document with all transactions on the expense report or AP voucher and you need to remove the association, select the document and click Disassociate from All. The document remains uploaded on the Supporting Document dialog box but the association between it and the existing transactions is removed. Expense reports: When you submit the expense report, Vision displays a message that lists any "orphaned" documents and notifies you that they will be deleted from Vision. You have the option at that point either to submit the report and delete the documents or to postpone the submission so that you can review the documents to determine if they should be associated with the expense report.
Select	Select this check box to associate the document with the transaction. Clear this check box to remove the document's association with the transaction. Expense Reports: If you upload a document into Vision for an expense report and later clear this check box for that document for all expense report rows, Vision displays a message when you submit the expense report that lists any "orphaned" documents and notifies you that they will be deleted from Vision when you submit the expense report. You have the option at that point either to submit the report and delete the documents or to postpone the submission so you can review the documents to determine if they should be associated with the expense report.
Description	When you upload a document, this column displays the file name by default, but you can change the description.
Associate with new transactions	When this option is selected for a document, the document is automatically associated with any new transaction that is entered on the grid.
Exit	Following standard Windows conventions, click this button in the top right corner to close the dialog box. When you exit, any action that has occurred on the dialog box will be cancelled. This includes upload, delete, a description change, the Select option, and the Associate with option.
OK	Click this option to save your changes and close the Supporting Document dialog box.
Cancel	Click this option to cancel any action that has occurred on the dialog box.
Help	Click this option to open the Vision online help application.