Upload Receipts of Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to upload receipts of expense entries that are under preparation.

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

To upload a receipt of an expense entry that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
3. Highlight the expense entry that is under preparation that you want to upload a receipt to and on the grid toolbar, click Details sidebar .
4. On the side toolbar of the right pane, click Receipt.
5. 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.