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Add or Delete Timesheet Attachments

Attach or remove supporting documents (such as medical certificates or receipts) on mobile timesheets using your device camera, photo library, or files.

Written by Jason
Updated over 2 months ago

Add an Attachment to a Timesheet

  1. Open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen, then go to the Attachments tab on the timesheet entry screen.

  2. On the Attachments tab, click the attachment button, then wait for the popup menu to display options such as taking a photo, selecting a photo from your photo library, or selecting a file from a folder on your device.

  3. Take a photo of the relevant document, or navigate to the location on your mobile device where the file is stored and select the required file.

  4. Confirm that the photo or file is now attached to the timesheet and listed on the Attachments tab.

  5. At the top of the screen, click Save, then note that if the status of the timesheet was Available, it changes to Incomplete.

πŸ“Œ Note: The exact options shown in the popup menu depend on the type of mobile device you are using.


Delete an Attachment from a Timesheet

  1. Open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen, then click the Attachments tab on the timesheet entry screen.

  2. Review the files currently attached to the timesheet, then scroll down if necessary until you locate the attachment you want to delete.

  3. Next to the relevant file name, click X, then review the confirmation message that opens asking you to confirm deletion of the attachment.

  4. Click Yes to confirm, then check that the attachment is removed from the Attachments list on the timesheet.

  5. At the top of the screen, click Save, then note that if the status of the timesheet was Available, it changes to Incomplete.

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