Change or add receipts on behalf of users

🔍 What can you do?

👉 Applies to: administrators who handle expense reports for other users.

📎 Step 1 – Detach an incorrect receipt

1. Go to Accounting > List All.
2. Open the expense report.
3. Click the paper clip icon next to the receipt.
4. Choose Delete.
5. Click Detach.

✅ The receipt is removed from the expense report but not deleted. It remains in the receipt archive.

🧾 Step 2 – Link the right receipt from the user’s archive

1. Go to Accounting > List All.
2. Open the expense report.
3. Click the plus icon next to the transaction.
4. Open the receipt archive.
5. Choose the right receipt.

✅ The receipt is linked to the transaction straight away.

📤 Step 3 – Add a receipt you have yourself

Option A: From your own receipt archive

1. Click the plus icon and open the receipt archive.
2. Change user in the drop-down menu and choose your own account.
3. Select the receipt.

Option B: Upload a new receipt

1. Click the plus icon and then Upload.
2. Choose the file on your computer.
3. Click Open.

✅ The receipt is linked to the user’s expense report.

💡 Review the expense report before it is approved, so the right receipt is on the right transaction.

❓ Frequently asked questions (FAQ)

Is the receipt deleted when I detach it?
No, it is only detached from the expense report and remains in the archive.

Can I add receipts for other users?
Yes, from the user’s archive, from your own archive or by uploading a new one.

What do I do if a user has left?
See Employee leaving: company cards and expense reports.

✅ Summary

• 📎 Detach the wrong receipt – it is not deleted
• 🧾 Link the right receipt from the user’s archive
• 📤 Add from your own archive or upload a new one
• 🔍 Review before approval

🔗 Related articles

• Manage accounts on behalf of other users
• Employee leaving: company cards and expense reports
• Send manual reminders