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Attach a logistics expense invoice
When to use it
Use this guide when you need to attach a logistics expense invoice.
Before you start
- Open Logistics Expense from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The selected logistics expense has its supporting invoice attached.
Logistics expenses record fuel, lease or other route/vehicle costs. Automation can generate or recalculate records for the selected types and dates.
Steps
- Find the expense in Overview or On Demand.
- Choose Attach invoice or Replace where offered.
- Upload the correct invoice, check its reference and amount, and select Save.
- Use Open to check the saved attachment.
Screenshot to add: Logistics Expense: attach a logistics expense invoice. Capture filename: images/attach-a-logistics-expense-invoice.png.
Restrictions
Invoice upload needs logistics-expense add/edit access. Replacing an attachment changes the evidence staff will see for that expense.
If something went wrong
After an unclear Save, use Open on the same expense to check whether the invoice is already attached before uploading again.
If the wrong invoice was saved, use Replace where offered, upload the confirmed invoice and save it. If the incorrect evidence was used for validation or approval, give Finance the expense reference and both document references for review. Replacing the attachment does not recalculate mileage, change the expense amount or recover a payment.
Check the correction
Open the saved attachment and compare its vehicle, reference and amount with the expense. Have the reviewer recheck any decision based on the earlier file.