Explains how to link receipts. Receipts can be linked to the
- Overall claim - for cases where receipts for multiple items were combined into a single image, or,
- Linked to expense claim items - for cases where each item has its own receipt.
Linking receipts to claim items is recommended where possible.
Linking Receipts to Expense Claim Items
Open or Create any expense claim and do the following to attach a receipt for a single item:
- Click on the "link files" paperclip icon for the expense where you wish to attach a receipt
- In the receipts popup either drag in a receipt from your desktop or file/folders app, or click on "browse" to find and upload a new receipt.
- You can alternately click on "Link to existing" to link a previously uploaded receipt. In the same popup listing receipts find and select the one you wish to link to this claim item
- Click on confirm. A message will appear confirming that the receipt was updated successfully. It is also visible as highlighted ("2 receipts"). You can click to view or download previously attached receipts.
The paperclip icon shows with a green + icon when no receipts have been added (click to add) vs. just as a paperclip with no + if you previously uploaded receipts (showing the number of receipts attached in the mouse-over tooltip).
Linking Receipts to Expense Claim Overall
Open or Create any expense claim and do the following to attach a receipt from multiple items in a combined image:
- Click on 'link existing receipt' button
- A popup will open. It will show all the existing receipts as a list which you uploaded earlier. Select any of them (as highlighted)
- Click on confirm
- A message will appear confirming that the receipt was updated successfully. It is also visible as highlighted ("2 receipts"). You can click to view or download the attached receipts.