Creating Expense Line Items with ExpenseIt

Objective

After completing this lesson, you will be able to explain how ExpenseIt turns receipts into expense line items and sends them directly to Concur Expense.

Expense Line Items Created with ExpenseIt - Introduction

ExpenseIt can be used to analyze receipts submitted through the SAP Concur mobile app, Concur Expense on the web, and via e-mail.

How to Create Expense Line Items With ExpenseIt

In this section, we'll provide a step-by-step guide to creating expense line items in ExpenseIt, setting you up for success in managing expenses efficiently and effectively.

Option 1. Using the SAP Concur Mobile App

Steps

  1. Capture an image of a receipt.

    1. From the SAP Concur app's home page, tap the camera icon. This will access your device's camera.

    2. By default, you will move to the next screen where you will capture a single image of the receipt. If you have a receipt with multiple pages, tap the multi-page icon located at the top of the screen. The color change signifies that the multi-page mode is activated.

    3. Point the camera at the receipt and take a photo. If your receipt contains a summary, capture this first, followed by the page listing the itemized details.

    4. ExpenseIt analyzes the receipt information and displays the amount captured. If the amount captured is incorrect, tap Incorrect and enter the correct amount. If the amount captured is correct, tap that amount to move to the next page.

    5. If you have more receipts to capture, tap Next receipt. If this is the last receipt, tap Done to move to the next page.

    The image displays four screens of the SAP Concur mobile app showing the steps on how to capture the image of a receipt. First screen: Displays the home screen of the SAP Concur mobile app with the option to enable Mileage capturing under the Drive section. At the bottom right, there is a camera icon highlighted, indicating the option to capture the receipt. Second screen: The camera interface is open, ready to capture a receipt. A receipt is positioned within the camera frame, and the app indicates Ready to capture. At the bottom, there is a large white circular button to take the photo. Third screen: The captured receipt is displayed and the app prompts to confirm the amount on the receipt. There are two options, Incorrect and text with the amount $92.58. Fourth screen: The receipt is displayed again with the confirmed amount of $92.58. There are two buttons at the bottom: Next receipt and Done.

  2. ExpenseIt creates an expense line item.

    ExpenseIt employs intelligent techniques to select the relevant information from the receipt. It then creates and uploads a transaction displaying the vendor, location and date of purchase, and the amount. Based on these details, ExpenseIt assigns a relevant expense category.

    The image shows two screenshots - the SAP Concur web interface and SAP Concur mobile app. The left screenshot displays a desktop interface of the Manage Expenses page. Below the title there is a section labeled Report Library with a message indicating No Reports. Underneath, there is a section titled Available Expenses with a table listing expenses. The table has columns for Report Name, Expense Type, Expense Name, Vendor, Transaction Date, and Amount. One row is highlighted, showing an expense for Lunch at Osaka Hibachi & Sushi Bar on 04/12/2024 with an amount of $92.58. The right screenshot shows the SAP Concur mobile app with the title Expense at the top. There are two tabs: Reports and Expenses, with the Expenses tab selected. It lists the same expense as displayed on the first screenshot. At the bottom, there are navigation icons for Home, Expense, Travel, Approvals, and Request.

  3. Finish the report in Concur Expense.

    Following the automatic creation and uploading of expense line items created by ExpenseIt to Concur Expense, your next step is to add them to an expense report.A screenshot of the web SAP Concur expense report. The report is titled Training $92.58 and is not yet submitted. The report number is 237916. There is one expense listed for Lunch with a total amount of $92.58. The payment type is Employee Paid. The interface includes options to add expenses, attach receipts, and manage receipts. There are buttons for deleting, copying, and submitting the report. An alert is highlighted at the top of the screen.

    Now that you have reviewed the steps to create expense line items with ExpenseIt, let's summarize them in the video below.

Result

Option 2. Using ExpenseIt on web

Step 1. Sign into your SAP Concur account and go to the Available Expenses section of the Expense page.

Step 2. Drag and drop receipts or use the Upload Receipt button to add one or more receipts at the same time.

Step 3. ExpenseIt will analyze, itemize, categorize, and turn each receipt into expense entry for you.

Option 3. Using the E-mail

Step 1. E-mail receipts to receipts@concur.com.

Step 2. ExpenseIt will analyze the receipt and create a corresponding expense in Concur Expense.

You must verify your e-mail address before emailing receipts.

Summary

  • Capture receipts using the SAP Concur mobile app, web, or e-mail to create expense line items with ExpenseIt.
  • ExpenseIt extracts key details from receipts and automatically categorizes each expense for you.
  • Review and adjust generated expense line items in Concur Expense before adding them to your expense report.
  • Upload or e-mail receipts for quick and accurate expense tracking with minimal manual entry.

Learning

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