Link receipts at expense line

(0) Share

Report

Posted on by Community Member

Hi,

Attaching receipts to an expense report header (Using "Attachments receipts") seems to work OK, but I would prefer to relate the receipt to the line level instead.

However, when I edit the expense line, the menu item "Link receipts" is dimmed. If you know how to turn this functionality on, I would be very thankful.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Sort by

Verified answer

MinJan 298 on at

Like (0)

Report
Copy link

Link copied!

Hi Torben,

First you have to add receipts to the header, after this you will be able to link them with expense lines.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Thank you so much! That was just what I needed.

Was this reply helpful? Yes No
Siro Martini 30 on at

Like (0)

Report
Copy link

Link copied!

My customer said that clicking on "Upload and attach a new receipt" when a line is selected, the attachment linked directly to the line. So it was unnecessary to assign header attachments to a line in a second moment. Now it's no more able to do so.

Is there a way to reach this result? Everytime I attach a file, it goes automatically to the header attachments list.

Was this reply helpful? Yes No