From the SF Employee Portal, click EMPLOYEE LINKS, then Expense Report History under EXPENSE REQUESTS
Select the Expense Report from the list to add attachments with paid, staged, and approved for payment status.
If you don’t see the ER listed, you can use the Filter icon to filter for them.
From the Filter page > Status > select one of Approved for Payment, Paid, or Staged. Note that you will only be able to view the last 6 months of history. Click Done to view results.
Approved for Payment
Staged
Paid
You can add attachments either at the Header level or Expense detail level
Adding attachments in Header
Open/Select the ER > From the Summary Page > Click the General Information Icon
Click on Receipt Attachments
Click Add Attachment > My Device > Navigate to file path/folder > Select file(s). Note that you are now able to select multiple files by holding down the CTRL key while selecting. Open > Upload > Done > Done
After adding the files, note the file count under Receipt Attachments will update with the total number of attachments. The ER will save automatically (no need to save manually) > Close the ER
Adding attachments in Expense Details
Open the ER which you’d like to add attachments > Click View Details > Click Receipt Attachments
Click Add Attachment > My Device > Navigate to file path/folder > Select file(s). Note that you are now able to select multiple files by holding down the CTRL key while selecting. Open > Upload > Done > Done
After adding the files, note the file count under Attach Receipt will update with the total number of attachments. The ER will save automatically (no need to save manually) > Close the ER
-End of procedure-