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UI Step | Link Google Folder to Expense Submission Form We recommend that this be completed from
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| Instructions on how to Save a receipt / invoice as a PDF on your computer | |||||
To save a receipt as a PDF from your computer so it can be uploaded to your google folder for submission:
Here is a short video on how to do this:
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Share the Google Folder 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.
To Share the Google Folder Link on the Expense Submission Form:
- 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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To save a receipt as a PDF from your computer so it can be uploaded to your google folder for submission:
Here is a short video on how to do this:
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Share the Google Folder 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.
To Share the Google Folder Link on the Expense Submission Form:
- 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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If you have any questions about using Google Drive or adding receipts, please reach out to your program liaison. |
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