How to Attach Receipts to a Credit Card Statement

If you have taken a picture of a receipt, or received an electronic copy of a receipt from the supplier via email, save each receipt in PDF format to a folder on your computer.

If you have paper copies of receipts, scan them together into a single PDF document and save to a folder on your computer.

Attachment Tips:

• The original filename cannot exceed 30 characters.
• PDF format is strongly recommended.
• Other supported file formats include "JPG" for standard photo files and "PNG" for screenshots
• Note: Other file formats are not recommended because the approver's device may not support it (e.g. "HEIC" photo format)

1. Click the Attachments (0) link in the General Information box at the top of the page
2. Click the Add Attachment button
3. Click the Browse… button to find the applicable file on your computer
4. Navigate to where the scanned copies of the receipts are saved
5. Select the applicable file
6. Notice the file selected is displayed
7. Click the Upload button to Attach the file
8. By selecting the Upload button the file is now Attached to the expense report
9. Enter information into the Description field. e.g. "October 2021 Receipts"
   Note: Multiple receipts can be attached by clicking the Add Attachment button (Step 2 to 9) again. For individual receipt attachments, reference the expense line (e.g. "Line 4 - McMaster Carr")
10. Click the OK button
11. Notice the number beside the Attachments link is now 1