Attaching and Reviewing Physical Receipts

Objective

After completing this lesson, you will be able to assign physical receipts to matching expense reports.

Physical Receipts and Expense Reports Overview

You can use the Process Receipts tool to upload receipts and link them to an existing expense report. This action doesn’t immediately set the Receipts Received flag to Yes. To update the flag right away, view the receipts on the Attach Receipts & View tab or enter the Report ID on the Receipts Received tab. If you do not view the receipts, the system updates the flag during the next imaging job.

The image displays the SAP Concur Process Receipts page with the Attach Receipts & View tab selected. A panel shows Last Upload Information with labels for Report ID, Amount Claimed, and Employee Name. Below, the Upload or View section provides a Report ID input field. Buttons at the bottom read Attach Receipts and View Receipts.

Assign Physical Receipt to a Matching Expense Report

To attach receipts to an expense report:

Steps

  1. Select the Attach Receipts & View tab.

    The image displays the SAP Concur Process Receipts page with the Attach Receipts & View tab active and the Attach Receipts & View tab highlighted. A panel shows Last Upload Information with labels for Report ID, Amount Claimed, and Employee Name. An Upload or View section provides a Report ID input field. Buttons at the bottom read Attach Receipts and View Receipts.

  2. Enter the report identifier found on the Receipt Report into the Report ID field. If your company uses a hand-held scanner to track images, you can use that scanner to populate the Report ID field. Then, select Attach Receipts.

    The image displays the SAP Concur Process Receipts page with the Attach Receipts & View tab open. A panel lists Last Upload Information labels. In the Upload or View section, the Report ID field shows C5050254482F49CC808E. Buttons at the bottom read Attach Receipts and View Receipts, with View Receipts highlighted.

  3. Use the instructions in each window to successfully upload one or more images in your upload session.

    The image displays a pop-up titled “Receipt Upload and Attach” over a dimmed page. The “Receipts Received” tab is highlighted. The pop-up tells the user to attach scanned images and recommends black and white at 300 dots per inch or lower. It lists accepted file types: PNG, JPG, JPEG, PDF, TIF, and TIFF, with a 5 megabytes limit per file. A bold line reads “Files Selected for uploading:” and the status shows “No files selected.” A blue “Browse…” button is active, a grey “Upload” button is inactive, and a “Close” button sits at the bottom right. Expand and close icons appear at the top right of the pop-up.

View Receipts

Images of the receipts associated with an expense report may be viewed using options in the Attach Receipts & View page. The act of viewing a receipt image will update the Receipts Received flag to Yes.​

To view receipts associated with an expense report:

Steps

  1. Select the Attach Receipts & View tab.

    The image displays the SAP Concur Process Receipts page with the Attach Receipts & View tab active and the Attach Receipts & View tab highlighted. A panel shows Last Upload Information with labels for Report ID, Amount Claimed, and Employee Name. An Upload or View section provides a Report ID input field. Buttons at the bottom read Attach Receipts and View Receipts.

  2. Enter the report identifier found on the Receipt Report into the Report ID field and then select View Receipts.

    The image displays the SAP Concur Processor page with the Receipts Received tab open and Attach Receipts & View beside it. A panel shows Last Upload Information labels for Report ID, Amount Claimed, and Employee Name. The Upload or View section contains a Report ID field filled with C5050254482F49CC808E. Buttons at the bottom read Attach Receipts and View Receipts, with View Receipts highlighted.

  3. A viewer opens that allows you to scroll through all the receipts associated with the expense report.

    The image displays a receipt open in a document viewer. The top toolbar is highlighted around the page number box and shows “1 of 1,” zoom controls, search, print, and download icons. A dark vertical scrollbar appears on the right. The receipt title “SHOP`S” appears centered and bold. Key fields show: Receipt 12547865; Manager Lor T.; Address 896 Rigoberto Gardens, Apt. 838 Kuhnstad, BC X5T5C2. The date reads 02/05/2023 and the time reads 11:58:20 AM. One line item reads “Lorem ipsum dolor sit amet” with a price of $30.00.

Summary

  • Attach receipts to expense reports using the "Attach Receipts & View" tab.
  • Enter the report identifier to connect physical and digital receipts.
  • Upload multiple receipt images simultaneously.
  • Viewing receipts automatically updates the "Receipts Received" flag.

Learning

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