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UI Steps


UI Step

Create a Shared Folder 

  • LOG IN TO YOUR RELIANT EMAIL AND THEN ACCESS GOOGLE DRIVE. 


UI Expand
titleDownload Google Drive Phone App

You will first need to download the Google Drive app if you are using it on your phone. *MAKE SURE YOU ARE LOGGED IN TO GOOGLE DRIVE WITH YOUR @RELIANT.ORG ACCOUNT as this verifies that it is you. 

  • ADD A NEW FOLDER. Select New Folder

UI Expand
titleAdd New Folder to Phone App

Select the plus sign and then select new folder.  

  • NAME THE FOLDER. Name the Folder "First Name Last Name Month and Year for Expense Submission Receipts" (i.e. Jim Halpert May 2023 Receipts) and if there are multiple submission forms for the same month just add a number (i.e. Jim Halpert May 2023 #1 Receipts)


UI Step

Add Receipts

  • TAKE A PHOTO OF THE RECEIPT. The easiest option would be to take a picture of the receipt with your phone and then upload the picture to Google Drive from your phone (directions below). You will not need to send Reliant the receipt or to save the receipts, but you will need to make sure the picture is high enough quality for Reliant to be able to read the letters and numbers before disposing of the receipt. There are also a few other ways to take photos and save multi-pages into one PDF or create a PDF from receipts embedded in emails shown in the dropdown below. 
UI Expand
titlePDF receipts
  • If you have a photo on your phone but you are unable to use the Google Drive app to upload it, you can email the photo to yourself and then upload the photo attached to the email straight to Google Drive on your computer (see instructions below for dragging and dropping a file) or if the photo is embedded in the email you can turn the email with the receipt information/photo into a PDF.
  • If you have a receipt or photo that is embedded in the body of an email (such as a flight/rental car/hotel) you can select FILE and PRINT on the email and instead of printing to a printer, use the drop-down printer option to select MICROSOFT PRINT TO PDF. You will then have the email receipt contents saved as a PDF that you can easily upload into the Google Drive folder.


  • You can also use a Microsoft app called Microsoft Lens to take photos of individual receipts or use it to create one PDF by taking pictures of multiple printed individual receipt pages. Once you take the photo(s) and save them together as one PDF to your phone, you can follow the instructions below to add the pictures or PDFs to the Google Drive folder.

 

  • ADD PHOTO/PDF OF THE RECEIPTS TO THE FOLDER. 
    • To add a picture of your receipt to the Google Drive folder simply open your photo gallery on your phone and select the photo. (Your phone may ask you to allow permissions for Google Drive to access your photos.) You will see Google Drive as an option to share with. Once you select Google Drive, you will choose MY DRIVE and then select the correct folder that you created and named to upload the receipt photos or PDFs. 
    • If you saved your receipt as a PDF or JPEG on your computer or if you have a receipt or file attached to an email, make sure that the Google Drive folder is open and simply drag and drop the PDF/JPEG/file into the folder. 


UI Step

Share and Link the Folder

  • SHARE THE FOLDER WITH THE REIMBURSEMENT TEAM. Next, share your folder with Reliant by choosing SHARE and then ADD PEOPLE. Add reimbursements@reliant.org after typing in the email, make sure they are listed as an EDITOR.

 

  • LINK THE FOLDER TO THE EXPENSE SUBMISSION FORM. After you have uploaded all of your receipts to the Google Drive folder and you have begun to fill out a new expense submission form,  You will need to copy the link from the Google Drive folder by selecting GET LINK and then COPY LINK. You can then paste the link into the line on the expense submission form where it asks for the link to the Google Drive folder with your receipts.


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