Link image

To link a receipt image to transactions within your expense reports, account statements or requisitions:

1. Click the Manage Receipt Images link at the base of the statement, requisition or expense report.

   The Manage Receipt Images window appears.

2. If there are images already linked, these are shown in the Linked Images tab of the image library. Click the Image Library tab.

   If there are no linked images, the Image Library tab automatically displays all unlinked images uploaded within the last six months.

3. Click the image you want to link. A preview of the image appears, with details such as the size and date of upload. To enlarge or rotate the image, click the appropriate icon below the image.
4. Click Manage Receipt Links.

   The Manage Receipt Links window appears. It displays a table of transactions, including transaction amount, date and image count (the number of images already linked to the transaction). If the source currency is different from the billing currency, the source currency displays next to the amount.

5. Select the transaction(s).

   If certain implementation options have been enabled for your company, you may be:

   • restricted to linking one image to each transaction.
   • prevented from linking images to transactions that have been extracted (indicated by the icon).
   • prevented from linking images to transactions in locked status (indicated by the icon).
6. Click Save.

   If you selected a locked transaction (the option to link images to locked transaction is enabled for your company), you will be prompted to confirm the action, as the image can no longer be unlinked or deleted after linking it to a locked transaction.

   The newly linked receipt appears in the Linked Images tab with a linked icon . If you click a linked image, a details pane displays the transactions linked to the image. If the transactions are from multiple issuers, the issuer name displays. If the source currency is different from the billing currency, both currencies display.

To link a receipt image to an individual card or cash transaction:

1. Click from the Coding tab of the Transaction Details window.

   The image library opens, automatically displaying all unlinked images uploaded within the last six months.

2. Click the image you want to link. A preview of the image appears, with details such as the size and date of upload. To enlarge or rotate the image, click the appropriate icon below the image.
3. Click Link. The newly linked receipt appears in the Linked Images tab with a linked icon .

   Note: If you haven't uploaded the image yet, click Upload, browse to your image and click Open. The image automatically links to the transaction.

4. To unlink an incorrect image, click on the image from the Linked Images tab and click Unlink.

   Note: If auto-receipt is enabled for your company, the Receipt check box is automatically selected when you link one or more images to the transaction.