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6/18/2019 Receipt Gallery
https://www.chromeriver.com/help/hg_admin_en/Content/B_Create_Expense_Report/Receipt_Gallery.htm 1/15
You are here: EXPENSE > Receipt Gallery
Receipt GalleryThe Receipt Gallery is accessible from the main menu (via the eRECEIPTS button), the AddExpenses panel, and via the ADD ATTACHMENTS button on the Expense Entry Screen. Itcontains all the receipt images uploaded directly to the gallery via the Chrome River app and viaChrome River SNAP.
The maximum file size for individual images uploaded via the app is 10 MB, and JPG, PDF,PNG, and TIFF files are accepted.Chrome River SNAP only works with JPG, PNG and HEIC/HEIF files.
Accessing the Receipt GalleryTo access the Receipt Gallery from anywhere in the app, the Menu button and selectingeRECEIPTS from the drop-down menu.
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To Access the Receipt Gallery from the Add Expense panel, tap the + BUTTON from inside anyexpense report, then tap RECEIPT GALLERY at the bottom of the list.
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To Access the Receipt Gallery from inside an expense item, tap ADD ATTACHMENTS in theAttachments section, then tap FROM RECEIPT GALLERY.
A green dot next to the Receipt Gallery indicates that there are unused receipts available.
Upload ImageTo add images to the Receipt Gallery from within the app, tap the UPLOAD button found in theupper right-hand corner of the Receipt Gallery.
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On the desktop and wide-screen devices, the icon is a cloud.
On narrow-screen mobile devices, the icon is a camera.
Select the desired image(s) and tap OPEN.
Again, the maximum file size for individual images is 10MB, and JPG, PDF, PNG, and TIFF filesare accepted.
ViewsUse the icons in the upper left of the gallery to choose one of two views. By default, you will beshown Image View.
IMAGE VIEW
Shows thumbnail images of each receipt.
LIST VIEW
Shows all images in a list. The check boxes on the right allow you to add multiple receipts toan expense report simultaneously or delete multiple images simultaneously. You may alsoselect the expense type associated with an image by tapping on its icon.
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A blue label shows the source of the image.
Receipt: Receipt image submitted via email.Unattached Image: These are images that were
directly uploaded to the Receipt Gallery,attached via scanning or faxing a cover page that was subsequently detached from thatreport,or uploaded to a line item or header from somewhere other than the Receipt Gallery—like a phone’s camera roll—and subsequently detached from the line item or header.
Quick Upload for Mobile DevicesUsers of narrow-screen devices like mobile phones may quickly upload images to the ReceiptGallery via the Quick Upload button on the Dashboard.
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Once the image has uploaded, the notification message may be dismissed, allowing you to stayon the Dashboard, or you may tap the VIEW RECEIPT GALLERY link to be taken to the ReceiptGallery.
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Note that this button only appears on narrow-screen devices, not on wide-screen devices liketablets and laptops.
SortBoth views allow you to sort images by Date, Amount Spent, Expense Type, Transaction Sourceand Merchant.
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PreviewTapping on an image in the gallery brings up a preview.
Tap the + button to create a line item from the image. See Create Expense fromImage, below.Tap the trash can icon to delete the receiptUse the magnifying glass icons to zoom in and out on the receipt.You can also rotate the image.Tap the X to close the viewer and return to the Receipt Gallery.Use the icons at the bottom of the preview pane to page through receipts with multiplepages.
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Create Expense Item Directly from the Receipt GalleryYou may attach an image or create a new expense report directly from the Receipt Gallery—noneed to first open or create a report.In the Receipt Gallery, select the desired receipts and tap the green plus button .
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To start a new report with the selected receipts, tapCREATE A NEW EXPENSE REPORT.To add the selected receipts to an existing report, select from the list of draft reports.
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Add Receipt Gallery Image from Inside a ReportYou can attach an image from the Receipt Gallery directly to the report header or to one of theexisting line items.
In Gallery View or List View, grab the receipt by the small squares icon and drag it to theheader or to one of the line items. The Line Item Entry screen will appear.
To attach multiple receipts to an expense report simultaneously, tap the check box next to each,then tap the + button at the top of the Receipt Gallery. The Line Item Entry screen will appearfor each item in the order that it was selected. If you cancel out of entering a line item, the entryscreen for the next selected item will appear.
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If you later decide to delete a receipt from the report, it will return to the Receipt Gallery.
Add Receipt Gallery Image from Inside a Line ItemYou can also attach a Receipt Gallery image from inside a line item. This allows approvers, userswith returned reports, and users of narrow-screen mobile devices to add Receipt Gallery imagesto specific line items.Scroll down to the Attachments section, tap ADD ATTACHMENTS, then selectFROM RECEIPT GALLERY.
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To attach one or more receipts to an expense report, tap the check box next to each, then tapATTACH.
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A thumbnail image will appear in the Attachments section for each receipt you attach.Additionally, a Downloaded Details section will appear above the Attachments section. Click onthe arrow on each receipt to see its details. Then click SAVE.
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If you later decide to delete a receipt from the report, it will return to the Receipt Gallery.
Create Expense from Image
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