This article explains how to add invoices or receipts to multiple expenses or a different expense. If a user has deleted a captured receipt, or attached a receipt to the incorrect expense, it can easily be attached to a new claim.
How to Attach Receipts to Multiple or Alternate Claims?
To attach receipts to multiple or alternate claims...
- Log in to Serko Expense.
- Navigate to Expenses > Cash & Other Expenses and select an expense or click the ADD EXPENSE button to add a new expense.
- From the Expense details dialog, click on ITEM HISTORY and select RECENT TAX INVOICES from the drop-down list.
- From a list of all captured receipts, drag the correct receipt onto the claim to attach it.
Note
Multiple receipts can be added to the same expense.
They can either be dragged onto the expense from the captured receipts (added from Recent Tax Invoices) or simply click on the Add Tax Invoice icon
at the top of the claim and select captured images from your local computer.
- If needed, complete the necessary details and click the SAVE button to save the expense or click the SUBMIT button to submit the expense.