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Associate with Expense Document or Cost Card (Optional)

If you uploaded to the a UserReceiptPoolFolder or UserIssueAttachmentPoolFolder in order to add a new receipt to an expense document or cost card, you'll have one more step to perform. You need to associate the file with either an Expense Document, Cost Card, or Issue.

  • Expense Document - a container that has many cost cards. For example, a flight, a meal, and a hotel stay. I take one picture of all three receipts and associate it with the expense document
  • Cost card - a single expense for a meal. I take a picture of the one receipt and associate itIssue - not explained here, but works the same as cost card

Call PwsSaveExpenseDocument or PwsSaveExpenseDocumentCostCard and specify the SaveReceipts object. newly uploaded document ref UID in the SaveReceipts collection in order to associated the receipt with the entire expense document or one or more cost cards. The information you supply along with the document ref UID will allow you to link the receipt to the entire document or to 1 or more individual cost cards.


Associate with Project Issue (Optional)

If you uploaded to a UserIssueAttachmentPoolFolder in order to add a new attachment to an issue, you'll have one more step to perform. You need to associate the file with the Issue. To do so, you'll need to use the PwsSaveProjectIssues service. Specify the newly uploaded document ref UID in the Attachments collection.