Document Field - Transaction Value

The new field for Documents called "Transaction Value" was recently added to attach a value (dollar amount) to the supporting documentation uploaded.

For example, a document is a scanned PDF of a proof of payment for $200.
This document is uploaded to support a partial payment made to a $1000 expense transaction.
When the proof of payment is uploaded, the user would enter $200 in this new Transaction Value field.
There might be a few different documents attached to one transaction. These represent supporting documentation for each payment.
The sum of these fields for one transaction, which corresponds to the sum of all documented payments to that one transaction is now available within the Grant Transaction reports.

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Document Field - Transaction Value

Document Field - Transaction Value

The new field for Documents called "Transaction Value" was recently added to attach a value (dollar amount) to the supporting documentation uploaded.

Related Articles

Request for Reimbursement: Part 1-Document Validation

Adding an Invoice/Expense for PW

Adding Force Account Entry for PW

Reimbursement Requests for Brand New Users-A Step by Step Guide

Uploading Documents