Download Files from Receipt Archive of Personal Expense Records

Use the Personal Expense Approval submodule to download files from the receipt archive for personal expense records.

To use Personal Expense Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To download a file from the receipt archive for personal expense records:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
  3. On the grid toolbar, click Details Sidebar .
  4. On the side toolbar of the right pane, click Receipt.
    Alternatively, on the side toolbar of the right pane, click Details.
  5. Click Receipt Archive .
  6. In the Receipt Archive dialog box, hover over the file that you want to download and click Download .
    WorkBook downloads the file to your computer using a numerical filename determined by the order that the file was uploaded.
  7. Click Close .