In VRTrust, you can download expense attachments from both the Expense Detail View and the Expense Detail Drawer. This makes it easy to access receipts and supporting documents from anywhere you’re working in the system.
Download Attachments from the Expense Detail View
Go to the Expenses page
Locate an expense that has an attachment
Open the expense to view the Expense Detail View
Any attached files will be listed in the attachments section
Click the attachment to download it
Download Attachments from the Expense Detail Drawer
You can also access attachments without fully opening the expense.
Open the Expense Drawer
From the Expenses page, click the ellipsis (⋯) next to an expense
Select Quick view to open the Expense Detail Drawer
Download the Attachment
When the drawer is open, any attached files are visible
Click the attachment to download it
Access Attachments from Other Areas in VRTrust
The Expense Detail Drawer can appear in multiple workflows, including:
Clicking a linked expense from a journal entry
Reviewing expense-related activity from reports
Any time the expense drawer is visible, you’ll be able to:
See attached files
Download attachments directly
Why This Is Useful
Quickly access receipts and invoices without navigating away
Review documentation while reconciling or auditing
Download attachments from wherever you’re working
Save time when reviewing expense details across VRTrust
Tip
If you don’t see an attachment, confirm that one has been added to the expense. Attachments are always listed in both the detail view and the drawer when available.
