How do I add a receipt to a drafted expense claim?

To add a receipt to a drafted expense claim:

Navigate to Expenses

1. On your dashboard, locate and click on Expenses in the sidebar menu. This action will bring you to the Expenses view.
2. Select the Draft tab. This should be the opened tab by default. 

Locate the Drafted Expense 

1. Locate the specific expense to which you want to add a receipt.
2. Once found, click on the circular checkbox adjacent to the relevant expense entry.
3. With the desired expense selected, click on Add Receipt in the sidebar menu. An Attach Receipt window will pop up.

Attach the Receipt 

From the Attach Receipt menu you can: 

1. To select an existing receipt: Choose a receipt from your inbox available within the window by clicking on it. The edges of the receipt will turn blue. 
2. To upload a new receipt: Click on the Add Receipt button, navigate to the file location on your device to select and upload the desired receipt.

After the upload, verify that the receipt appears in the Attached tab within the Attach Receipt window.

Once the appropriate receipts have been uploaded, and are appearing in the attached tab, you can then press close. 

Attachments (2)

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