Open Receipt Archive for Personal Expense Records

Use the Personal Expense Approval submodule to open 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 open 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, you can upload, preview, download, and delete files.
  7. Click Close .