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

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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!

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  • Brian_Richardson
    Brian_Richardson Overachievers
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    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 | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

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