Admins ability to attach documents to a report

LauraC

It would be very helpful if Policy Admins have the ability to attach documents to a report.

There are instances when extra documentation or correspondence needs to be added to the report especially when there is a company policy exception. It would be great to have the ability to attach a document without needing to be a copilot.

Rachael Hopkins

Great idea there @LauraC! Don't forget to vote for your own Idea! I'm going to vote for it too!

StephanieL789

Can I vote 10 times YES!

mlee2021

I have an issue where a transaction has been approved and now I want to attach a document. Expensify concierge has advised I need to unapprove this first. I don't see why I need to do that. It then notifies the recipient his transaction was unapproved. Can we make it where we can attach a document without unapproving it.

Thanks.

Mark Louis

Hi @mlee2021! For any report that is shared with you, you can add an attachment. The attachment can be added to a report in any state (Open, Closed, Approved, Processing, or Reimbursed).

If you are having an issue adding an attachment to a specific report, please write into [email protected] with the report ID so that we can take a look.

mlee2021

Mark, thanks for commenting. I did try adding an attachment as the admin and was unsuccessful. Let me talk to concierge again.

mlee2021

I asked concierge and was told it is not possible to upload a document because the transaction has already been approved. To clarify what I want, I want to add to the document to the transaction itself. I am the admin and not the person that is submitting the transaction. If Expensify can work on making this possible without me unapproving which will contact the user and cause confusion, this would be a really good feature.

Thanks so much for your time.

Sonia Liapounova

@mlee2021 To confirm, you'd like to add a receipt to an expense submitted by another users? As an admin this is only possible to do if the expense doesn't already have a receipt attached.

mlee2021

I am the admin and the person who submitted the transaction did not have a receipt. The person provided me the receipt by email and I would like to attached the receipt to the transaction. The transaction has been approved. I contacted concierge and twice I was told I can not do this. I also tried doing this myself as the admin without unapproving the transaction first and was not successful.