Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)

amanda.milliken

Hello - we are looking to help a customer with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR what are RM users are supposed to do if they can't? Thank you for your suggestions!

Brian_Richardson

Sorry one other idea. If your customer has Google Drive or Onedrive or some similar cloud based document management, you could instead have the users upload their receipts to a common folder and then post the link in the expense line Notes box.

Brian_Richardson

Hi it's not possible to attach items to the timesheets. Just off the top of my head, if I needed to implement this for our company I'd probably pull the expenses data into Smartsheet and then trigger an automation that sends an update request to the user and requests that they upload their receipts to the row. This would require either Bridge for automated pull of the data from RM to Smartsheet, or if you don't have Bridge you could manually export a report from RM and Data Shuttle it in. If you don't have Bridge or Data Shuttle then you could manually export a report from RM and then copy/paste the cells into a Smartsheet sheet.

If you have Bridge and want to pull in data, see my article on using Javascript in Bridge to make the process much, much faster:

https://community.smartsheet.com/discussion/97621/use-javascript-in-bridge-to-efficiently-import-data-from-an-api

Brian_Richardson

Sorry one other idea. If your customer has Google Drive or Onedrive or some similar cloud based document management, you could instead have the users upload their receipts to a common folder and then post the link in the expense line Notes box.

amanda.milliken

Thank you so much, @Brian_Richardson! Very helpful.