Where do I attached supporting documentation for a reimbursement request / expense report?

1. Expense data entry screen

When you open the data entry screen for an expense, you’ll be required to add a receipt. If that expense has more supporting documents, best practice is to can attach them to the individual expense along with the receipt using the receipt window. Click Add to upload your documents.

2. Manage receipts window

For supporting documents that are not tied to a specific expense, such as proof of event or documentation of an approved exemption, you can attach them directly to the request using the Manage Receipts window. From the report home screen, click Manage Receipts > Manage Attachments to upload your documents.

No matter where you upload your receipts and documents: 

1. file names are automatically changed;
2. files can’t be renamed; and

DO NOT try to delete 1 document, from the manage receipt window, if you do all of the other attached receipts and documents will also be deleted, and you’ll need to upload them again.

You CAN delete individual receipts/documents from the individual expense lines without affecting the other documents. 

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