Attachments are document files (PDF, Word, Excel, JPG, etc. ) that contain supporting documentation for claim reimbursement.

Receipts, invoices, and other proof of costs should be attached to the cost item to which they are related. You can attach a separate file for each cost item or attach a multi-page PDF that includes proof for multiple costs. If it is a multipage PDF, you will need to identify the associated page number(s) for each cost.

Attachments that include ancillary information that may be helpful to the Reimbursement Manager may be added at the overall expense level.

Add an Attachment for an Individual Cost

Note: If you have a multi-page PDF that includes documentation for multiple costs, use the Attach to All option and make sure that you have added a page number for each cost.

  1. In the New Administrative Cost pop-up window, select the Attachments icon (paperclip).

    New Administrative Cost pop-up with Time in Hours, Activity type in the upper left, Category to the right, of Activity type Documentation page number below activity type, Cost to the right of Documentation page number, Description below Documentation page number, Buttons for Save and Done in the middle right, Line item with Category, Description, Cost, Time, and Page number and paperclip icon highlighted with a red box around it on bottom of page.  Attach to All Button in bottom right corner.
  2. Enter a description of the document in the New Cost Attachment pop-up window.

    New Cost Attachment pop-up with a text box for description at the top, a box to upload a file or drag and drop in the middle, and Save or Cancel buttons on the bottom right.
  3. Select Upload a File.

    Upload a file in blue letters with a red box around them.
  4. Navigate to the file you want to upload and highlight the name or drag the file over to the Upload a file box. The name of the file you selected will appear in the New Cost Attachment pop-up window.

  5. Select Open.

  6. Select Save.

  7. Select Done.

Add an Attachment for Multiple Costs

Note: If you have a multi-page PDF that includes documentation for multiple costs, use the Attach to All option and include a page number when adding each cost.

  1. In the New Administrative Cost pop-up window, select the Attachments icon (paperclip).

    New Administrative Cost pop-up with Time in Hours, Activity type in the upper left, Category to the right, of Activity type Documentation page number below activity type, Cost to the right of Documentation page number, Description below Documentation page number, Buttons for Save and Done in the middle right, Line item with Category, Description, Cost, Time, and Page number and paperclip icon highlighted with a red box around it on bottom of page.  Attach to All Button in bottom right corner.
  2. Enter a description of the document in the New Cost Attachment pop-up window.

    New Cost Attachment pop-up with a text box for description at the top, a box to upload a file or drag and drop in the middle, and Save or Cancel buttons on the bottom right.
  3. Select Upload a File.

    Upload a file in blue letters with a red box around them.
  4. Navigate to the file you want to upload and highlight the name or drag the file over to the Upload a file box. The name of the file you selected will appear in the New Cost Attachment pop-up window.

  5. Select Open.

  6. Select Save.

  7. Select Done.

Add an Attachment with Ancillary Information

Note: Do not include a multi-page PDF at the expense level that includes individual costs using this method. Instead, attach documentation at the cost level. Use this procedure only for attaching ancillary information.

  1. Select the View icon (blue eye) next to the item to which you want to add an attachment.

    View icon (blue eye)
  2. Select the Attachments tab.

    Administrative details page showing the attachments tab highlighted in the top left.  Below that, there is a search box to search attachments and to the right is the plus new button.
  3. Select + New.

    Blue button that says plus new
  4. Enter a description of the document in the available text field.

    Create Administrative Attachment pop-up with a text box for description, below that a box with options to upload a file or drag and drop, and the Save and Cancel buttons in the bottom right.
  5. Select Upload a File.

    Upload a file in blue letters with a red box around them.
  6. Navigate to the file you want to upload and highlight the name or drag the file over to the Upload file box. The name of the file you selected will appear in the Create Administrative Attachment pop-up window.

  7. Select Open.

  8. Select Save.

For more information on adding costs, see Costs.