Upload expense documents

What you can upload

• Upload up to 25 transaction files at a time.
• You can upload PDF, JPG, JPEG, PNG or TIFF files.
• Each file must only contain 1 transaction and should be no more than 20 MB in size.
• It typically takes less than 1 minute to process each file. Refresh the Drafts to approve page to update the file upload status.
• New draft transactions show on the Drafts to approve tab. The number next to the tab name tells you how many drafts you have to review and approve.
• A file has finished processing once it’s status changes to To review.
• View the new draft invoice by selecting the transaction row.

Upload or email an invoice or receipt

1. From Expenses, choose Expense invoices

2. From the New invoice drop-down, select Upload file:

• Upload files. Select the files to upload (maximum 25) and then Upload invoices.

or

• Email files. Select Copy email address to copy the email address shown to your device's clipboard. Forward the email with the attached invoice or receipt to the copied email address.

3. Once uploaded, we open the Drafts to approve page.

4. Uploaded files should have a status of To review.

If the status is still Processing, refresh the page to update the status.

Processing errors

If a file has a processing error, this could mean:

• The file has failed the virus scan.
• We cannot read the file. Check that the image is clear, not too dark, and zoomed in as much as possible without omitting information.
• An error occurred during the upload process.
• The file was already uploaded. If you cannot find it in Drafts to approve or the list of transactions, it may be archived. To check, go to the Drafts to approve tab, More, and then select Archived in the Show field.

Try uploading a new file. If that doesn’t work, add the transaction manually.

Fields will not be populated if information is missing from the document or image file.