Link Receipts to Expense Lines

You must attach copies of your receipts to expense lines. When you link a receipt document to an expense line, it gets automatically published to the PIM Document Management System.

Prerequisites: Before you link receipts to expense lines, you must first Attach Expense Receipts to a Timesheet.

To link receipts to expense lines:

1. Navigate to the Personal Zone.
2. On the Timesheets dashpart, click against the timesheet that you want to open.
   Use the From and To fields to change the date range to display timesheets for, if required. If the Timesheets dashpart is not displayed, click to add it.
3. On the timesheet form, in the Expenses section on the toolbar, click .
4. On the Add Receipt Files dialog box, click .
5. On the Link Receipts dialog box, for each expense line that you want to link to a receipt, use the list in the Receipt Document column to select the receipt document.
   You can link a single expense receipt to multiple expense lines, if required.
6. Click Save.