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Download expense attachments

Updated over a week ago

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

  1. Go to the Expenses page

  2. Locate an expense that has an attachment

  3. Open the expense to view the Expense Detail View

  4. Any attached files will be listed in the attachments section

  5. 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

  1. From the Expenses page, click the ellipsis (⋯) next to an expense

  2. 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.

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