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Finance | Project Operations, Human Resources, ...
Unanswered

Expense receipts are missing

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Posted on by 17

Hi there,

Bit of a weird one. 

I have couple of managers complaining they can't view some of the expense receipts submitted by their teammates. I had a look as an administrator and it's the same for me. Entire timeline screen comes up empty.

We store the receipts in the database and I can see the records in the Notes table. Also, I've noticed the go-to receipts are not visible even to an administrator. 

Weird thing is, there are some receipts that are visible to me and I can't really see any issues. 

These expense receipts are covering both project and non-project expenses. 

Any recommendations?

I have the same question (0)
  • eepp Profile Picture
    15 on at

    I had posted a similar question a month or so ago and didn't get a response. What we've done is attach receipt as a Note which allows viewing even after approval. Note that we do not have the downstream Finance module and I think that may be the roadblock to viewing a receipt (that is attached through "Receipt" function). 

    I've love to find a better solution though!

  • D365_83 Profile Picture
    17 on at

    Thanks eepp.

    Attaching receipts as a note is exactly what we do too. But for whatever the reason this seems to be misbehaving a bit (and only for some records, which is the head-scratcher for me)

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