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Reliant will no longer accept any receipt submissions sent via email to the reimbursement team. We are moving into the world of automated submissions and are now requiring that everyone submit all receipts (photos of printed receipts as well as PDFs and receipts embedded within emails) via a shared Google Drive folder. 

Expense Receipt folder using Google Drive on a Computer

UI Steps
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UI Step
Create a New Google Folder on a Computer

You will need to create a New Google Folder for each Reimbursement Submission Form you Submit. 

  • Log in to your reliant email address at gmail.com.
  • Once logged in, in the upper right corner find the Google Apps Icon () and select the Drive app(). 
  • On the left-hand side of Google Drive click the + New button and select the New Folder option.
  • Name the New folder "First Name Last Name Month and Year Receipts" (i.e. Jim Halpert May 2023 Receipts) and click Create 
    • If you are submitting multiple reimbursement submission forms for the same month add a number to the file number (i.e. Jim Halpert May 2023 #1 Receipts)

Here is a 3 minute video on how to Create a New Google Folder on a Computer:

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UI Step
Add Receipts to Google Folder on a Computer

Once you have created your google folder with step #1 above, you are going to need to add any receipts for submissions over $75 to this folder.

  • Find your newly created folder in your Google Drive. This folder should show under My Drive.
  • Drag and Drop Files into this folder or click the + New button and select File Upload 
  • Once selecting your file to upload click Open

Here is a short video on how to add receipts to the newly created Google Folder: 


Expand
titleHow to Save a receipt / invoice as a PDF

To save a receipt as a PDF from your computer so it can be uploaded to your google folder for submission:

  • Open the receipt / invoice from your email or website you made a purchase 
  • Choose to print the receipt / invoice (this can be done by selecting Ctrl + P on a PC computer, Command + P on a Mac, or right clicking the item and selecting Print)
  • In the Printer options page change the destination from a printer to Save as PDF
  • Click Save 
  • Name the file and choose where on your device you would like to save it 

Here is a short video on how to do this:
 

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UI Step
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 and paste it onto the expense submission form. Before you grab the link, you need to make sure that you have chosen to give access to "anyone with the link" and that you have changed the access to "editor". 

  • Open the google drive folder that you have uploaded your receipts to
  • Click the information icon () in the top right of the drive folder 
  • Under Details where is says "Who has access" and click the Manage Access button
  • When the Share "folder name" pop up comes up click the Restricted Drop down under General access and choose "Anyone with the link" option
  • On the Viewer drop down (to the right of the Anyone with the Link) click it and select the Editor option
  • Click the Copy Link button in the bottom left corner to copy the link to this drive folder and then click Done
  • On the Expense Submission form that you have filled out, under the Form Submission section paste the link you just copied into the Receipt Confirmation field


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