How do I attach Receipts to Expenses?

  • Updated
When making payments to expenses in CARET Legal you may want to store specific attachment records to the expense such as a receipt and or a credit memo.
  1. Select the Time icon in the navigation bar, then click the Expenses tab and locate the expense you would like to attach a receipt to and click the Edit icon in the right column.

  2. The corresponding Edit modal displays, click Attach Bill/Receipt in the footer and browse for the file to upload.
To delete an attachment click on the trash can icon to the right of the specific attachment  record.        

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