To upload a receipt from your computer
- Go to Reports > My Expenses
- Click Add a receipt
- Click browse and select files from computer
Uploaded receipts are accessible from the receipts wall (Reports > My Expenses) and can be used for creating an expense (or travel ) report or can be turned to Purchase Invoice (and treated by an accountant)
To upload a purchase invoice from your computer
Note: This action is only available to users with Accountant or Admin privileges
- Go to Purchase > Workspace
- Click Add invoice
- Click Upload and drop files to dropzone or click to browse files from computer
Uploaded invoices are accessible from the purchase workspace (Purchase > Workspace)
You can upload more than one item at a time - just remember to make sure you are uploading items are in PDF format or image files JPG, PNG, GIF.