Attachments for Travel Expense Report and eScan Documents

CONTENT

• Attachments
• Attaching an eScan document to a row
• Attaching a document other than eScan
• Frequently asked questions

Attachments

This help provides instructions on adding attachments, such as scanned receipts, purchase invoice rows, or eScan documents, to travel expense report expense rows. Adding an attachment is possible only after the expense row has been saved to the travel expense report.

Attaching an eScan document to a row

You can attach eScan material to travel expense report rows that are in progress. The same eScan image can be attached to multiple rows at once. See detailed instructions: Attaching eScan material to a travel expense report

Proceed as follows:

1. Save the expense row to activate the attachment function.
2. Click the Match receipt link on the desired row to match the visible attachment to this expense row.

Attaching a document other than eScan

Add an attachment as follows:

1. Click the Attachments icon at the end of the row. The number of attachments for that row is displayed after the icon.
2. Select the Add new attachment link from the window that opens.
3. Click the Add attachments button.
4. Select the file to be attached from the computer folders or drag the file directly into the screen.

Remove an attachment as follows:

1. Press the notebook icon again.
2. Select Delete.

Frequently asked questions

Why can't I attach a file to an expense row?
The expense row must first be saved to the travel expense report to enable attachment addition.

Can I attach the same eScan image to multiple rows?
Yes, the same eScan image can be attached to multiple rows at once.

How can I see if attachments have been added to a row?
The number of attachments for that row is displayed after the Attachments icon.

Keywords: Attachments, eScan, Travel expense report, Expense row, Receipt

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