Attaching a receipt to your expense entry
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Attaching a receipt to your expense entry in the Polaris help.
While entering expenses, you can attach receipts to an expense sheet as proof of your expenses. The expense approvers verify the expenses and the receipts you added before approving your expenses.
You can upload receipts using a number of formats, including .png, .gif, and .jpg. Refer to File formats supported when uploading expense receipts for a full list of supported types.
The maximum file size of receipts must not exceed 15 MB.
Attaching receipts
To attach a receipt:
- Go to My Replicon > Expenses.
- Select the expense sheet from the list displayed.
- Find an expense, and click its Upload link.
- Click Browse to select the receipt, and then click Upload.
Once you have uploaded the receipts, you can replace, delete or view the receipts.
FAQs
I'm having problems uploading PDFs using Firefox
Due to a known Firefox issue, you may see the error The content type of the expense receipt is not of an approved type when uploading PDF files. Please see the following for information on addressing this issue: https://support.mozilla.org/en-US/questions/932120.
Related links
Expense sheet tour
An error displays when I try to view an expense receipt
File formats supported when uploading expense receipts
How do I correct my expenses after I've submitted them?
Entering expenses
