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ConcurGov Job Aids — Document and Line Item Attachments Updates

003NF: ConcurGov Job Aid – Document and Line Item Attachments Updates

Purpose:To provide a step-by-step guide on New Features Available for Expense Line Item Attachments.

Audience: Federal Travelers and Federal Travel Arrangers (FTA)

Version: 1.7.18.2017

Instructions: After you login...

 

step1

Previous Settings

Under the previous settings receipts are document-level attachments. The user cannot attach a receipt to an expense. Each attachment or receipt uploaded aggregates into a single PDF file making it unruly for users to manage.

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step2

New Settings

Under the new settings users won’t have to open an expense to add a receipt. Document-level attachments are removed from this screen.

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A new Interactive tile allows the user to launch a light-box or delete the receipt. Clicking on the magnifying glass icon or the thumbnail launches the light-box. Users can add up to 3 receipts per expense.

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