Explains how to add a receipt from your desktop or laptop to your "receipt bank". You can also add receipts at the same time as filing an expense claim
Finding or Creating a new Receipt
Select the menu option for Expenses > Receipts and you will see a list of all your previously created receipts. If you have not created any this list will be empty. You can:
- Click on the + button to add a receipt
- Click on the pencil icon or double-click on any row to open an existing receipt (in edit or display mode)
Upload a Receipt
- Clicking on '+' button will open a popup window. Select the receipt and click on open
- Click on 'Attach' and the receipt will be added in the list. You can change the name of the receipt via the Name field if required
Note: You can add all major format like .JPG | .JPEG | .GIF | .PNG | .PDF | .TIFF | .TXT | .DOC etc., some will preview and some formats e.g. MS-Office formats must be downloaded to view. Size limit is 10MB per receipt.
Linking Receipt to a Claim
Once a receipt is uploaded into your receipt bank it is easy to link it to an expense claim.