Upload XML E-Invoices to an Expense

If your organization has activated the XML Upload feature, you may attach merchant-issued XML e-invoices to line items on your expense reports to comply with government regulations.

Admins may activate this feature by opening a Support ticket to request the XML Upload button be added to your organization's expense-entry form(s).

Attach an XML E-Invoice to an Expense

1. Create and save the line item on your report.

2. Select the line item and, in its preview, select Select Upload XML in the expense line item preview to attach an XML e-invoice. More Actions > Upload XML.

UXE - Upload Button.png

3. The basic file details will be added to the line item as a comment. The XML file will be stored with the expense line item and can be retrieved by administrators via the Request Digital Receipts admin screen. 

View the comment showing the uploaded XML file details for a taxi expense line item.

Retrieve Uploaded XML

For complete details on retrieving XML e-invoices, see Request XML or OFD Receipts in the Request Digital Receipts Admin Screen article.

 

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