{"id":82,"date":"2020-03-03T13:43:45","date_gmt":"2020-03-03T00:43:45","guid":{"rendered":"https:\/\/blogs.otago.ac.nz\/pcard\/?page_id=82"},"modified":"2020-03-16T16:03:09","modified_gmt":"2020-03-16T03:03:09","slug":"adding-supporting-documentation-in-finance-one","status":"publish","type":"page","link":"https:\/\/blogs.otago.ac.nz\/pcard\/purchase-card-coding\/adding-supporting-documentation-in-finance-one\/","title":{"rendered":"Adding supporting documentation in Finance One"},"content":{"rendered":"<p>It is recommended that all supporting documents (receipts, invoices, coding authorisations etc.) are uploaded as a digital attachment to the relevant transaction within Finance One.<\/p>\n<p>For more information on supporting documents view the Supporting Documentation section.<\/p>\n<ul>\n<li><a href=\"https:\/\/blogs.otago.ac.nz\/pcard\/purchase-card-statements\/supporting-documentation\/\">Supporting Documentation<\/a><\/li>\n<\/ul>\n<p>Paper versions of documents should be scanned and uploaded, as well as stapled to the monthly statement.<\/p>\n<p>Coding authorisation can also be entered into the transaction\u2019s \u2018Comments\u2019 field.<\/p>\n<ol>\n<li>Open the transaction you want to add an attachment to, by clicking the individual transaction\u2019s hyperlinked date (underlined and blue) in the \u2018Date\u2019 column.<a href=\"https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-205 size-full\" src=\"https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-1.png\" alt=\"Screen shot of Finance One showing list of transactions\" width=\"637\" height=\"378\" srcset=\"https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-1.png 637w, https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-1-300x178.png 300w, https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-1-500x297.png 500w\" sizes=\"auto, (max-width: 637px) 100vw, 637px\" \/><\/a><\/li>\n<li>In the Transaction Details window that opens, select the \u2018Attachments\u2019 tab option.<a href=\"https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-206 size-full\" src=\"https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-2.png\" alt=\"Screen shot of Finance One showing Transaction Details window\" width=\"679\" height=\"371\" srcset=\"https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-2.png 679w, https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-2-300x164.png 300w, https:\/\/blogs.otago.ac.nz\/pcard\/files\/2020\/03\/attachments-2-500x273.png 500w\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" \/><\/a><\/li>\n<li>Drag and drop the supporting document file into this space. This field accepts jpgs, pngs, PDF, .eml (email files) etc.<\/li>\n<\/ol>\n<p>Please note that once attachments are dropped into this window, they cannot be deleted. Please contact ISGAS if a file has been attached that needs to be deleted, or make a note in the comments field for the Purchase Card Administrator.<\/p>\n<ul>\n<li>Applications Support,\u00a0Information Systems Group<a href=\"mailto:isgas@otago.ac.nz\"> isgas@otago.ac.nz<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>It is recommended that all supporting documents (receipts, invoices, coding authorisations etc.) are uploaded as a digital attachment to the relevant transaction within Finance One. For more information on supporting documents view the Supporting Documentation section. Supporting Documentation Paper versions of documents should be scanned and uploaded, as well as stapled to the monthly statement. [&hellip;]<\/p>\n","protected":false},"author":21920,"featured_media":0,"parent":44,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-82","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/pages\/82","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/users\/21920"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/comments?post=82"}],"version-history":[{"count":0,"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/pages\/82\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/pages\/44"}],"wp:attachment":[{"href":"https:\/\/blogs.otago.ac.nz\/pcard\/wp-json\/wp\/v2\/media?parent=82"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}