Adding attachments to expense reports in the browser

To add a new attachment to an expense report

  1. Click on the expense report detail row you want to add an attachment to and in the Actions column, click > Attachments.

You have two different ways to add attachments:

To add a link/URL to an attachment

  1. Click Add Link/URL to add a link to add a link/URL to an attachment.
  2. In the Add Attachment window, in the Link/URL field enter or paste the link to the attachment.
  3. Optional: Select a category for the attachment.
  4. Click Add.

To add an upload attachment

  1. Click Add Upload or drag and drop the files to attach.
Note: Drag and drop is only available if you have Upload Attachments enabled.
  1. Click to open the file explorer window.
  2. Optional: Select a category.
  3. Click Save.
  4. Click OK to close the Attachments window.

The file is not uploaded until you click in Expense Reports.

Once the attachment is uploaded, a check mark will appear in the Uploaded column in the Attachments window.