Attaching receipts to an Expense Report

Creating an Expense Report

Once the expense report has been saved, you need to attach your receipts. Make a note of your Expense Report ID from the upper right hand corner. The ID will become part of your receipt file name.

Scan your receipts into a single file, and save it to either a network drive, or your local drive, depending on your local requirements.

The naming convention for file names is to use the transaction type (ER, CA or TA), a dash, the Transaction ID (without the leading zeros), a dash and your last name. For example, the receipt file name for our example below would be:

ER-79-Trainer.pdf (or whatever extension is appropriate for your file)

For additional details see:

Attaching supporting documentation to a Travel Authorization