Adding receipts using the Receipts functionality

You can add receipts using the Receipts functionality.

  1. Logon to the Infor Expense Management application.
  2. Click the Receipt option.
  3. Select one of these options:
    • Search My Receipts : To find an expense report that has receipts to copy or to which you are required to upload receipts. You can use wildcard symbols in the Tracking # field to find the expense reports.
    • Upload Receipts : To upload receipts for an expense report. Locate a receipt and click Upload Receipt. Click Done.
    • View Receipts : To review receipts attached to an expense report. After reviewing the receipt, click Done.
    • Delete All Receipts: To delete all of the receipts attached to an expense report. Click OK.
      Note: The receipt is sent back to the Receipts store where you can attach the receipt to another line item.
    • Delete Receipt: To delete a single receipt attached to an expense report. In the Actions column, click the Delete Receipt option next to the receipt that must be deleted. Click OK and then click Done.
      Note: The receipt is sent back to the Receipts store where you can attach the receipt to another line item.
    • Copy Receipts: To copy the receipts attached to the expense report to another expense report. Specify the expense ID to which the receipt must be copied, select the check box next to the receipt and click Done.