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For any expense over $75, a receipt must be submitted. To share/send those receipts with Reliant, we ask that you create a shared folder on Google Drive and upload the receipts to that folder. You will then share the link to the google folder in your expense submission form, allowing Reliant to easily review the submitted receipts. Please create a new shared folder for each expense submission so that Reliant knows which receipts go with which expense submission form.
Google Drive has an app you can download onto your phone so you can easily take a picture on your phone of the receipt and then upload the picture to a shared Google Drive folder using the app from your phone. The below concepts are the same for all Google Drive users, but some of the specific instructions were written with iPhone users that are using the Google Drive app in mind.
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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. |
Submitting
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Expense Receipts Require
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4 Easy Steps
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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. Table of Contents | maxLevel | 5 | include | Add Receipts to
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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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:
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title | How to Save a receipt / invoice
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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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Expense Receipt folder using Google Drive on a Mobile Device
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Google Drive has an app you can download onto your phone so you can easily take a picture on your phone of receipts and then upload the picture to a shared Google Drive folder using the app from your phone. The below concepts are the same for all Google Drive users, but some of the specific instructions were written with iPhone users that are using the Google Drive app in mind.
Create a Google Folder on a Mobile Device
UI Step | Add Receipts to Google Folder on Mobile DeviceOnce 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.
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If you have any questions about using Google Drive or adding receipts, please reach out to your program liaison. |