Attaching Documents to Expense Reports
Purpose: Use this document as a reference for how to attach documents to Expense Reports in ctcLink, whether the ER is pending, paid, staged or approved for payment.
Audience: All Travelers
Documents can be added at the Header and/or Line levels. Multiple documents can be attached at the Header level and only 1 document attached at the Line level.
Navigation: Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify
- The Expense Report search page displays.
- Select the Find an Existing Value tab.
- Select Search.
- The Search Results section of the page populates.
- Select a Report ID.
- The Modify Expense Report page displays.
- Select Attachments.
- The Expense Report Attachments window displays.
- Select Add Attachment.
- The File Attachment window displays.
- Select Browse. Browse to your file.
- Select Upload.
- The File Attachment window disappears.
- The Expense Report Attachments window updates with your file.
- Optionally, you may enter a Description of the file. The Description field on the Expense Report Attachments page is different from the Report Description field on the Create Expense Report page. The Description field on this page describes the attached file.
- Select OK.
- The Expense Report Attachments window disappears.
- The updated Modify Expense Report page displays. Please note that the Attachments link displays, parenthetically, the count of attachments included with this expense report.
- Select Save for Later.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Attaching Documents to Expense Reports (Classic). This link will open in a new tab/window
Navigation: FSCM Employee Self Service homepage.
- The Finance Employee Self Service homepage displays. Select the Expenses tile.
- The Expenses page displays.
- Select the Expense History tile.
- The Expense Report History page displays.
- Select the Expense Report History tab to expand the Expense Report History section to the right.
- On the right side of the page, select the right arrow icon for the Expense Report that you want to add attachments to.
- The Expense Report Summary page displays.
- On the top left side of the page, select the Pencil icon to open the Expense Report Header page.
- On the Expense Report Header page, select the Receipt Attachments arrow.
- The Attachments window displays.
- Select the Add Attachments icon.
- The Select File to create as Attachment window displays.
- Select My Device icon.
- The File Upload window displays.
- Locate the file(s) that you want to upload. (Note: to select more than one file to upload, hold down the Ctrl and/or shift keys.)
- Select the Open button when done selecting files.
- The file(s) will be listed in the Select Files window.
- Select the Upload button.
- When the File(s) upload process is complete, select the Done button.
- The Attachments window displays. Optional to add a description.
- Select the Done button.
- The Expense Report Header page displays and a green banner may flash at the top of the page that says 'Attachments Saved'.
- The Attachments are now saved.
- To Exit the page, select the 3 dots on the top right of the page and select one of the options.
- Process complete.
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