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PDF upload on expense receipts

Add the ability to drag and drop or upload a PDF on the expense receipts screen

  • Lindsay Ciccone
  • Oct 30 2019
  • Already exists
  • Attach files
  • Jeffrey Patch commented
    October 30, 2019 21:49

    I agree - I made this same request a couple of years ago.  Get a bill - its usually a pdf, scan a bill - often a pdf.  As common or more common as all the supports image types.

  • Erin Nock commented
    November 05, 2019 15:53

    This has been one of the most frustrating parts of using this program. All of our documents come from our scanners as PDFs. Please Please Please add PDFs to be able to be uploaded. 

  • Donna Driscoll commented
    November 13, 2019 16:04

    I also previously made this request. So many of our files and receipts are in pdf format. It's a real pain to have to re-scan something as a jpg.

  • Douglas Johnson commented
    November 25, 2019 14:58

    I was able to accomplish this using the default settings in SalesDemo. I dragged an PDF to the Expense Receipts screen (see attached) and it was listed as a file.

    There is a screen called File Upload Preferences. Your system administrator needs to enable the ability to upload PDFs on this screen (screen shot attached).

  • Megan Friesen commented
    November 25, 2019 15:17

    Thanks Doug!  This allows for the file to be loaded by clicking and dragging, but the PDF files don't preview in the image window.  That would be a nice feature to have