Expense Claim Form

Hello.

I have created an expense claim form that has an approval process. I have this set up so the employee claiming must attached receipts for the claim. The attachment of this receipt comes through in the managers approval however I need this to be included in the final approval email which is sent to accounts however this is not appearing. I have set this up as an approval notification with attachments however the uploaded files are not coming through.

The uploaded files are not included in the approved notification email template which is why you are not receiving attachments. I also see that you have enabled attachments in the advance setting of your notification. Please note that you can only receive attachments below or equivalent to 5MB.

If the attached file exceeds that limit then you will not receive any attachments. I suggest adding the attachment to the email body, that way, even if uploads exceed the 5MB limit, you will receive uploads as URL/download links.

Hello.

I require the expense claim receipts to be able to be viewed by the accounts department which is the email address that will receive the approval confirmation. Is there anyway that this can occur?

Also you refer to adding in URL's for the documents? can you advise how to do this and if this is added instead of an attachment does this mean this can be viewed on the approval advise?

Hi there!

You can add the 'Upload Receipts relating to claim' field in your email content. This will show the uploads URL.

I hope this helps. Please let us know if you need further assistance.