Can I attach files to my report?

You can attach any document or file which the approver might want to view while reviewing a report.

To attach documents to a report:

  1. Go to Reports on the left sidebar.
  2. Select the report for which you want to attach a file.
  3. Click the + icon in the Documents section on the right side of the report.
  4. You can upload it either by dragging and dropping it into the box, or upload it from your computer or a cloud storage service. You can upload a maximum of 5 files of 7MB each.
  5. The files can be of any of the following formats:
  • JPEG
  • PNG
  • PDF
  • DOC(DOCX)
  • XML
  1. The approver can view the files in the Documents section on the right side of the report.

Note: Files in PNG and JPEG formats will not be shown in the PDF of the report.

Get a personalized demo from our experts

Attend a demo and receive $50 worth of Zoho Wallet credits that you can use to subscribe to Zoho Expense!

credit-coins-illustration
*
*
*
*
*
*

By clicking Submit, you agree to our Privacy Policy.