Activating E-Receipts

Objective

After completing this lesson, you will be able to set up and activate e-receipts in Concur Expense.

Concur Mobile App Complements Concur Web Solution

The Concur Mobile App complements the Concur web solution. In some cases, you'll need to use the Concur web solution to enable certain features in your profile in order to use them on your mobile phone. The following instructions will explain how to enable or use this feature in the web solution https://www.ConcurSolutions.com.

Concur Expense E-Receipts Automation

If you worry about tracking or losing all those paper receipts, E-Receipts are a perfect option. E-Receipts allow your receipts to be sent to you digitally instead of saving paper receipts. It keeps them all in one place for easy expense filing. Never worry about that coffee receipt again! Concur E-Receipts make expense reporting easy by automatically sending your digital receipt images to SAP Concur directly from the participating vendor you purchased from so they're available when you create your expense report. Let's see how Concur Expense makes expense reporting easy with Concur E-Receipts. Select Play to start the following video which describes how E-Receipts can simplify expense receipt capture and reconciliation.

Select the link to start the video and feel free to bookmark it for future reference: Concur Expense E-Receipts Demo.

Note

Your organization must have enabled Concur Travel to activate E-Receipts. Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Activating E-Receipts

E-Receipts are electronic receipt images sent to SAP Concur directly from the participating vendor you purchased from. It makes the receipts available in Concur Expense, making it easier for you to complete your expense reports while helping to eliminate paper receipts. Once your e-mail address is verified, you can send receipt images from your laptop or mobile device to receipts@concur.com. (Or if you have the ExpenseIt add-on product, you can send your receipt images to receipts@expenseit.com.) Note that your organization must have Concur Travel enabled to activate E-Receipts.

Now that you've seen the benefits of E-Receipts, let's set up this key expense profile setting.

  1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
  2. Open the step-by-step guide: Activating E-Receipts Tip Sheet.
  3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to update your expense profile on SAP Concur. You can toggle between the Tip Sheet and SAP Concur or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note

Your organization must have enabled Concur Travel and verified your e-mail to activate E-Receipts. Your organization may not have purchased or enabled all the products and features discussed in this lesson.