To maintain organized and accurate records, you can attach relevant documentation such as receipts, supplier invoices, or scanned contracts directly to each expense. This helps ensure transparency and traceability in your expense management process.
Steps to Attach Receipts or Invoices to an Expense
Navigate to the Data Table section in the sidebar and click on Expenses Table to view all your recorded expenses.
Each row in the Expenses Table includes an Evidence File column on the far right. This column is used to upload or manage any files related to a specific expense.
To attach a file (such as a receipt or invoice):
Click the Upload icon in the Evidence File column for the expense you want to update.
A file upload window will appear.
Select the relevant file from your device. You can upload:
PDFs
Images (JPG, PNG)
Spreadsheets (XLSX, CSV)
Once uploaded, the icon will update to reflect that a file has been attached.
Tip: Make sure the file name is descriptive to help you identify it later (e.g., OfficeSupplies_Feb2025_Receipt.pdf).
Managing Uploaded Files
After uploading a file, click on the file icon to view management options:
Preview: Opens the attached file in a new browser tab so you can view the document without downloading it.
Update: Replaces the current file with a new one. Click Update, select a new file, and the old one will be overwritten.
Remove: Deletes the attached file from the expense.