Procedures - Working with Supporting Documents
You can upload supporting documents and attach them to expense reports.
Related Topics:
- Upload a Document on the Supporting Document Dialog Box
You upload a supporting document so that you can attach it to a transaction. - View Supporting Documents
You can preview a document on the Supporting Documents Dialog Box. - Attach a Document to an Expense Report
You can upload and attach documents, such as receipts, to your expense reports. This allows you to track your expense items and keep all associated documents in one place. - Automatically Associate a Document with New Transaction Lines
You can automatically associate a document as you create new transaction line items on the grid. - Automatically Associate a Document with all Expense Report Transactions
You can automatically associate a document with all existing transaction lines on an expense report. - Remove a Document’s Association from a Transaction
Use this feature to remove documents that are associated with a transaction. - Remove a Document’s Automatic Association with New Transaction Lines
You can disable the automatic association of documents with new transaction lines. - Remove a Document’s Association from all Expense Report Transactions
You can automatically remove a document's association from all existing transaction lines on the expense report. - Delete a Document from all Transaction Lines
You can delete a document that's associated with multiple transaction lines.
Parent Topic: Procedures