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  • Select Preview Expense Reports to see the supporting information that has been pulled in to be included with the invoice. Details are presented as a modified version of the Expense Status Report.
    Expense report information and the attached receipts are viewable here. Information is presented in images and/or PDF format.
  • Save the expense receipt attachments as - selecting the desired expense report receipts in the Expense Receipts screen is only a preview step.
  • Click the icon in the upper right corner to download the file to your system. This will be a PDF containing your expense information.
  • Under Invoice in the left menu, click Choose File and navigate to the downloaded expense PDF.
  • Select the file, click Open to upload it as an attachment to the invoice. Click Save.
    • Note: Only attachments that are displayed and checked in the invoice Invoice menu will be included with the invoice.

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