Electronic files can be attached and saved with a timesheet. This is useful if, for example, a medical certificate needs to be provided as proof of medical leave taken or a copy of a receipt needs to be provided as proof of a reimbursement claim.
Tip:
You can use the camera on your mobile device to take a photo of the certificate, receipt or any other document that needs to be attached to a timesheet. You can save the photo to your photo library and then attach the relevant image to the timesheet from your photo library. Alternatively, you can take a photo at the time of adding the attachment, which will allow you to add the photo as an attachment without the need to save the photo on your mobile device.
How to Add an Attachment
To add an attachment to a timesheet, open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen and follow the procedure below.
How to Add an Attachment |
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1. |
On the Attachments tab on the timesheet entry screen, click. |
2. |
Take a photo of the relevant document or navigate to the location on your mobile device where the file that is to be attached is located and select the relevant file. |
3. |
Click |
How to Delete an Attachment
To delete an existing attachment that is attached to a timesheet, open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen and follow the procedure below.
How to Delete an Attachment |
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1. |
On the timesheet entry screen, click the Attachments tab. |
2. |
If there is more than one file attached to the timesheet, scroll down the screen if necessary until you locate the attachment you want to delete. |
3. |
Next to the relevant file name, click . |
4. |
Click Yes to confirm deleting the attachment. |
5. |
Click |
