Once you have recorded transactions you can verify which transactions have receipts attached and find out the missing ones from Expense Transactions page.
From the home page screen > Left navigation bar > Transactions > Expenses
- Go to the far right and select baby gear (next export to excel icon and print list icon)
- Choose select more
- Select “Attachments” checkbox
- Page will auto refresh with added paper clip icon column (next to action)
- All attached will show with number of receipts
- Missing receipts column will remain blank until receipt attached
Note: For uploading receipts in BATCH action, use ATTACHMENTS from the List feature
From the home page screen > company gear (upper right corner) > lists > attachments > click PAPER CLIP icon to upload receipts from the computer. You can then attach a file (receipts) directly from the Expenses Transactions page.