Processing Receipts Received

Objective

After completing this lesson, you will be able to create a query to process receipts.

Receipt Queries Overview

To acknowledge paper receipts for an expense report, use the Receipts Received setting. Enter the Report ID manually or scan the barcode from the Receipt Report. Only users with the Expense Receipt Processor role can use the Process Receipts tool.

The image displays the SAP Concur Processor page with the Receipts Received tab open. A panel shows Last Scan Information fields for Report ID, Report Name, Amount Claimed, Employee Name, and Receipt Container ID. Below, a New Scan section provides input boxes for Report ID and Receipt Container ID and a blue Process button. A second tab labeled Attach Receipts & View appears next to the active tab.

Create a Receipt Query

To scan a receipt report:

Steps

From the Process Receipts page in the Expense application, scan the barcode at the top of the Receipt Report into the Report ID field. This is a required field.
Enter the Receipt Container ID information into the Receipt Container ID field. This field may or may not be required by the scan configuration.
Select Process. The system's Receipts Received flag for that expense report is changed to reflect the new information. In addition, Last Scan Information is updated to reflect the report that was most recently processed. Based on the criteria designated within the Scan Configuration, the report you are scanning may contain alerts. If so, the alert will appear on the page.
Place the receipts into the designated receipt container, if applicable.

Summary

Use the "Receipts Received" setting to process paper receipts.
Input report information via barcode scan or manual entry.
Process receipts; update the "Receipts Received" flag and scan information.
Address any system alerts based on scan configuration.

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