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UI Steps
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UI Step

Create a Google Folder

For instructions on how to do this click the link below that matches the device you will be completing this task on.

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includeCreate a New Google Folder on a Computer

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includeCreate a Google Folder on a Mobile Device



UI Step

Upload Receipts to Google Folder

For instructions on how to do this click the link below that matches the device you will be completing this task on.

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includeAdd Receipts to Google Folder on a Computer

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includeAdd Receipts to Google Folder on Mobile Device


UI Step

Link Google Folder to Expense Submission Form

We recommend that this be completed from a computer as you will have the best experience filling out the Expense Submission form from a computer.

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includeLink Share the Google Folder to link on the Expense Submission Form


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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:

  1. Open the receipt / invoice from your email or website you made a purchase 
  2. 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)
  3. In the Printer options page change the destination from a printer to Save as PDF
  4. Click Save 
  5. 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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urlhttps://vimeo.com/785084880

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Share the Google Folder

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link on 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". 

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