- 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.