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      Can an Administrator Change an Incorrect Receipt or Add a Receipt for a User?

      Here’s a step-by-step guide on disconnecting, adding, or uploading receipts for a user.

      As an administrator, you can manage users' receipts in various situations, such as during sick leave, resignation, or parental leave. Here’s a step-by-step guide on disconnecting, adding, or uploading receipts for a user.

      Disconnect an Incorrect Receipt

      If a receipt has been incorrectly linked to a user's report, you can easily disconnect it as an administrator:

      1. Navigate to the Report:

        • Go to Reports > List All and select the relevant user's report.

      2. Disconnect the Receipt:

        • Click on the paperclip icon next to the receipt to open it. Then select the option "Remove." Note that this does not delete the receipt; it only disconnects it from the report.

      3. Confirm the Disconnection:

        • Click "Disconnect" to complete the process.

      Link the Correct Receipt to a Report

      If a receipt is missing from a user's report, you can easily add it:

      1. Open the User's Report:

        • Go to Reports > List All and select the user's report.

      2. Add the Receipt:

        • Click on the green/white plus icon to open the user's receipt archive.

      3. Select the Correct Receipt:

        • Hover over the receipt you want to link and click "Select."

      Adding a Receipt from the Administrator's Archive

      If the user is missing a receipt that you, as the administrator, have access to, you can link the receipt from your own archive or upload a file:

      1. Open the User's Report:

        • Go to Reports > List All and select the relevant user's report.

      2. Open the Receipt Archive:

        • Click on the green/white plus icon to open the user's receipt archive.

      3. Select a Receipt from Your Own Archive (Option 1):

        • In the receipt archive, click on the dropdown menu labeled Belongs to: [user's name] and select yourself as the user.
        • Hover over the receipt you want to link and select it.

      4. Upload a New Receipt (Option 2):

        • Click "Upload," find the file on your computer, and click "Open." The receipt will upload and automatically link to the report.

      By following these steps, you can effectively manage receipts for users and ensure the accuracy of the reports.