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Can't add attachment to Travel Expense

  • 13 January 2022
  • 5 replies
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  • M_P_S
  • Do Gooder (Customer)
  • 2 replies

Hi,

We just implemented IFS10, but I am unable to add attachments into Travel Expense. I get no option for that:
 

 

Is there any projection I should grant?

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Best answer by Thejaka Niroshan 13 January 2022, 11:02

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5 replies

Nayomi Kariyawasam
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Hi @M_P_S ,

When you add an expense to the expense sheet details page > You can add an attachment with below option.

 

 

Hope this helps.

 

Thanks & Best Regards,

Nayomi

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Hi @M_P_S ,

When you add an expense to the expense sheet details page > You can add an attachment with below option.

 

 

Hope this helps.

 

Thanks & Best Regards,

Nayomi

Hi Nayomi,

I dont get that option here:
 

 

Thejaka Niroshan
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Userlevel 2
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Hi @M_P_S,

Have set up the below Object Connections?

  • ExpenseHeader → for the header level attachments of the My Expense Detail Page
  • ExpenseDetail → for the each expense record level attachments 
     

If this has been set up and also if the needed Aurena Projections (for document management → DocumentHome) are granted for the User Role then you will see the Icon (paper clip icon) for attachments 


Regards,
Thejaka
 

Cheers, Thejaka
M
Rank
Badge +1

Hi @M_P_S,

Have set up the below Object Connections?

  • ExpenseHeader → for the header level attachments of the My Expense Detail Page
  • ExpenseDetail → for the each expense record level attachments 
     

If this has been set up and also if the needed Aurena Projections (for document management → DocumentHome) are granted for the User Role then you will see the Icon (paper clip icon) for attachments 


Regards,
Thejaka
 

Thank you Thejaka, the DocumentHome-projection were not granted.

Is it standard that the user cannot add attachments while they are adding the expense? They have to do it after saving the expense?

Thejaka Niroshan
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Userlevel 2
Badge +5

@M_P_S If you are using ‘My Expense Sheet Details’ page, then YES. you have to add the attachment after adding the Expense Records. Because that is the standard document management behavior.

Having said that, :relaxed:  we have another Assistant called ‘Quick Expense Reporter’ where the user can attach either DOCUMENT or MEDIA at the same time when creating the expense line.

 

  
Whether its the DOCUMENT panel or MEDIA panel is decided by the below check box called ‘Add Attachments using Media’ in the EXPENSE RULE.

  • when OFF → its DOCUMENTS
  • when ON → its MEDIA

 

 

Cheers,
Thejaka

Cheers, Thejaka
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