Attaching Receipts

Overview

Individual expenses can be created with or without receipts attached to them. However, in most cases, receipts are attached to expenses.

Attaching Receipts from the Receipt Manager

1. Go to the Home Page (the Dashboard)

2. Choose an uploaded receipt and click it

3. Click the 'Attach to Expense' button
   Once the receipt has been attached, you can start filling in the rest of the fields as described in Expenses.

Attaching Receipts from the Expense Detail Entry

1. On the left menu bar, choose: Expense → Expense Detail Entry
2. Choose an uploaded receipt and click it
3. Click the 'Attach to Expense' button
   Once the receipt has been attached, you can start filling in the rest of the fields as described in Expenses.

Attaching Receipts Immediately After Their Upload

When uploading receipts individually via Expense Details Entry, Zone Employee Portal automatically creates a new expense item and attaches the uploaded receipt to it.

1. On the left menu bar, choose: Expense → Expense Detail Entry
2. Click the 'Upload new or select below' button
3. Select a receipt file from your computer
   Once the receipt has been automatically attached, you can start filling in the rest of the fields as described in Expenses.
4. 
   

Re-uploading/Detaching Receipts

There may be instances where the uploaded receipt is blurry or unreadable. If this occurs, you have the option to remove the unsatisfactory receipt and replace it with a more useful one.

1. Click the 'Detach Receipt' button
2. Click the 'Bin icon'
3. Click the 'Upload new or select below' button
4. Select a receipt file from your computer
   After verifying that the attached receipt is satisfactory, you can proceed to complete the remaining fields as described in Expenses.