Enhancing Expense Report Accuracy: Preventing Header-Level Attachments

Does your organization struggle with physical scans/copies of receipts for incurred expenses being erroneously attached at the expense report (header) level?

Do you spend unnecessary time sorting through numerous attachments at the report level trying to align each attachment back to the receipt (line) level on the expense report?

If so, you can simply hide the attachment section of the expense report (header) properties form to restrict and prevent users from being able to attach anything there. This will then force and redirect users to have to attach physical receipts at the expense receipt (line) level and ensure that each physical expense receipt attachment is appropriately attached to the corresponding expense receipt line on the expense report. Gone are the days of sorting through long lists of attachments at the report (header) level to tie back to each individual expense receipt line on the expense report!

To achieve this solution

1. Navigate to the expense report ‘properties’ form permissions by either:

• Clicking on the light bulb icon on the expense report ‘Properties’ tab

or

• Using the navigation sidebar (left side) > Administration pane > Customization > Expenses > Expense report > Field Access tab

2. Scroll down to the ‘Hidden divider sections’ portion of the form and check the boxes under the user roles for which you would like the ‘Attachments’ section hidden:

It is recommended that to achieve the solution described above, the section should be checked as hidden for all user roles in order to completely prevent attachments from being attached at this level.

Once checked and saved users will no longer see the attachments section on the expense report ‘Properties’ in turn preventing them from attaching physical expense receipts at the report (header) level. Simple OpenAir magic!