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How do I Upload File to an Expense?

  • Updated

You can upload a file, such as a copy of a receipt, to an expense in the following views, where the functionality is identical:

  1. Expenses-view
  2. Invoices-view

To upload a file, such as a copy of a receipt, to an expense, head over to the Main Card, Expenses-view, under My Expenses section.

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Click the Details button.

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The following dialog will appear.

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There are two ways to upload a file to an expense, and they are as follows:

  1. Upload File(s) button
  2. Drop files here

 

1. Upload File(s) button

Click the Upload File(s) button.

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Select any files you want, wait for the upload to complete, then click the Close button, and you are done.

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2. Drop files here

Drag and drop any files you want into the following area. 

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Wait for the upload to complete, click the Close button, and you are done.

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Note: 

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Accounting'-rights set up to be able to make changes to registered assets on a draft invoice for other Users.