/
How to Attach Documents to Timesheets

FastTrack360 Version 12 Online Help

How to Attach Documents to Timesheets

Owned by Fiona Sims
Last updated: 04 December 2023 by Max Ciereszko
2 min read

Payees may be required to provide certain documentation along with their timesheets. For example, if a payee has taken medical leave they may be required to provide a medical certificate in which case an electronic copy of the medical certificate can be attached to the relevant timesheet. If a payee needs to make an expense or reimbursement claim, the payee may need to provide copies of receipts as proof of incurred expenses.

If it is necessary to provide such documentation, electronic copies of the relevant documents can be attached to the relevant timesheets.

The maximum file size that can be attached to a timesheet is 2Mb. Files with the following extension types can be attached to a timesheet:

  • DOC

  • DOCX

  • RTF

  • TXT

  • TIF

  • JPEG

  • JPG

  • GIF

  • BMP

  • HTML

  • XLS

  • XLSX

  • MSG

To add a timesheet attachment, follow the procedure below.

1

Save the electronic copy of the document you want to attach to a location on your computer or on your network.

2

Open the relevant timesheet in the Timesheet Entry screen.

3

Click the Attachments section.

The Attachments section opens.

4

On the Attachments section, click Add.

A Windows file dialog box opens.

5

Using the dialog box, navigate to the location of the file to be attached and select the relevant file.

6

Click Open.

The dialog box closes and the name of the file appears listed in the File Name column.

7

Repeat steps 1-6 to attach more files to the timesheet if necessary.

8

Click Save near the top of the Timesheet Entry screen to save the timesheet or click Submit to submit the timesheet for approval.

Note that if you attach a file erroneously, you can remove the attachment from the timesheet by clicking Delete.

 

 

Related content

Classification-Public