Purpose
This article explains how to attach multiple receipts to an expense.
Audience
This article is directed toward all TravelBank users.
Overview
The TravelBank multiple receipts feature allows you to attach more than one receipt to each expense.
Known limitations
The ability to bulk delete attachments currently exists for Android but not for iOS or web.
The ability to reorder attachments does not currently exist. To reorder attachments, delete your attachments and reupload them in the desired order.
Attach multiple receipts using the TravelBank website
Take the following steps to add multiple receipts to an expense using the TravelBank website:
Create an expense as described in the “Quick guide: Managing and merging your corporate card transactions” article.
Select a file, or up to ten files at a time (see Figure 1), to add to your expense.
Open the expense by selecting it from the Expenses & Transactions page.
If you’ve already added a receipt to the expense, select “Add More” (see Figure 2) at the bottom-right corner of the Expense Details page. This brings up a file explorer window for you to select another attachment.
The number of attachments shown beneath the attachment preview window updates (see Figure 3) with each upload. You can now scroll right and left to see each attachment.
Note that you can add up to 10 attachments with a limit of 20 MB for each attachment, and within those attachments, you can have multiple pages. If you select a file for upload that is over the 20 MB limit, an error message appears.
Select “Add More” again to add additional attachments as needed. Or, alternatively, once you have uploaded one receipt attachment, if you select the receipt preview, a full-screen receipt preview page appears. The full-screen preview page shows an “Add More” button, as well as a “Delete Receipt” button and “Download PDF” button (see Figure 4).
Figure 1. Select and upload multiple files at once to your expense
Figure 2. “Add More” button on the Expense Details page
Figure 3. Number of expense attachments and left-right arrows for navigating between them
Figure 4. Full-screen receipt attachment preview
Delete a receipt
To delete a receipt from your expense, select the receipt preview window and then select “Delete Receipt” as shown in Figure 3.
Download a pdf of a receipt
To download a pdf of your receipt from your expense, select the receipt preview window and then select “Download PDF” as shown in Figure 3.
Add a receipt through the mobile app
The multiple receipts flow is the same on the TravelBank mobile app (both iOS and Android) as on the web version. On the mobile app you can add receipts by selecting from your camera roll, snapping a new photo, or uploading an existing file (for instance, a pdf). Like in the web version, you can also add multiple receipts to a single expense. See Figure 5 for examples of adding receipts through the mobile app.
Figure 5. Adding receipts through the TravelBank mobile app
Publish date: November 17, 2023
Last update: NA