You can attach receipts to multiple transactions at once and specify reference data that will be associated with all of the receipts. For example, you might want to upload multiple receipts for transactions related to expenses you incurred during business travel.
Once the receipts are attached, each transaction has its own copy of the receipts. You can remove receipts from a transaction or update the reference data without affecting the other transactions in the original group.
If you enable the Receipt Images Attached email notification in your profile, PaymentNet will send you an email notification when your receipts are available for review. For more information, see Managing Email Notifications.
This topic describes how to add receipts to multiple transactions by either upload or fax. For information about adding receipts to a single transaction, see Attaching Receipts to a Transaction.
To upload receipts for multiple transactions:
Select Transactions > Manage. Or, while viewing other information about an account, select Take me to > Transaction List - Last 30 Days to see a list of recent transactions for the current account.
Select the transactions to which you want to attach receipts.
Click Upload Receipt.
Click Browse, select a file to upload, and click Open. By default, the image file name is used as the receipt name; you can modify the receipt name but you cannot leave this field blank.
Note:Only PDF, JPG, GIF, TIFF, and PNG file types are allowed. The scanned image file must be no larger than 5 MB.
Complete the reference data fields in Receipt Reference Data Fields. All fields except the receipt name are optional.
Click Upload Receipt.
Repeat steps 4 through 6 to upload additional receipts and attach them to the same transaction.
To fax receipts for multiple transactions:
Select Transactions > Manage. Or, while viewing other information about an account, select Take me to > Transaction List - Last 30 Days to see a list of recent transactions for the current account.
Select the transactions to which you want to attach receipts.
Click FAX Receipts.
Complete the reference data fields in Receipt Reference Data Fields. All fields except the receipt name are optional.
Click Save and Continue. Review the fields that display on the cover sheet and ensure that you selected the correct transactions. (For a list of these fields, see Fax Cover Sheet Fields.) If the transactions are incorrect, close the window, change your selections on the Transaction List screen, and repeat steps 3 through 5 to generate a new fax cover sheet.
Print the displayed cover sheet and then fax your receipts to the number indicated on the cover sheet. The cover sheet must be the first page of your fax transmission, followed by the individual receipt images.