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

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.

  • AshTAKE 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 physical receipt or 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 (and make sure the entire receipt is in the photo or PDF) 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 Receipts dropdown below. 
  • 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. 


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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". 


  • COPY LINK

To grab the link, you can select the SHARE button on the top right of the sheet. Then, under GENERAL ACCESS you will use the drop-down (this normally is defaulted to say restricted) to now select ANYONE WITH THE LINK. To the right of that, select the drop-down (this normally is defaulted to say viewer) to now select EDITOR.

 


After you have selected ANYONE WITH THE LINK and EDITOR, then you will select COPY LINK.

  • PASTE LINK

On the Expense Submission form, select the Receipt Confirmation: ALL RECEIPTS FOR EXPENSES OVER $75 HAVE BEEN ADDED TO THE GOOGLE FOLDER, LINKED BELOW. 

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. 



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