Upload Personal Expense Receipts

Use the Personal Expense Approval submodule to upload receipts for personal expense records.

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

To upload a receipt for a personal expense record:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
3. Highlight the personal expense record that you want to upload a receipt for.
4. On the grid toolbar, click Details sidebar .
5. On the side toolbar of the right pane, click Receipt.
6. Take one of the following actions:
   • Click Upload receipt . In the file upload dialog box, click Choose file and open the file that you want to upload. Click OK.
   • Click Upload receipt . In the file upload dialog box, drag and drop the file that you want to upload to the provided field. Click OK
   • In the middle of the right pane, click and open the file that you want to upload.
   • Drag and drop the file that you want to upload to the middle of the right pane.