01
Attach a receipt
- 1
Open the expense form
Create a new expense or edit an existing one.
- 2
Choose a file
Attach an image or PDF. The file is uploaded to a private, workspace-scoped receipt store.
- 3
Save the expense
The receipt path is linked only after the expense saves successfully.
Important
Only the uploader can replace or delete their stored receipt object. Workspace members can view a receipt when their data access permits the related expense.
02
Replace, remove, or view a receipt
- 1
View
Use the attachment action on an expense to open a short-lived signed link.
- 2
Replace
Edit the expense and choose a new file. After save, the prior file is removed on a best-effort basis.
- 3
Remove
Clear the receipt in the edit form and save the expense.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.