Configuring Receipt Imaging

Objective

After completing this lesson, you will be able to configure receipt imaging.

Receipt Imaging Overview

Imaging is a free service hosted entirely by SAP Concur. It enables users to upload and email images to Concur Expense. Once the images are received by the service, they are displayed in PDF file format (using Adobe Reader) within Concur Expense. This guide describes the upload and email processes – for users, delegates, approvers, and processors.

The Receipt Imaging tool is pre-built by Concur. It is assigned to Policies rather than groups.

The image displays a Receipt Handling screen with the Receipt Imaging tab selected. The table lists two entries named Mark Receipts Received = No and Mark Receipts Received = Yes. Each entry shows an Adobe Reader download link. The table includes checkboxes for marking receipts received, displaying images, enabling images, and allowing images. The New, Save, and Remove buttons appear above the table.

Configure Receipt Image Requirements

Completed configurations must be assigned to a Policy to be effective.

To configure receipt imaging:

Steps

  1. On the Receipt Imaging tab, select New.

    The image displays a Receipt Handling screen with the Receipt Imaging tab selected. The New button is highlighted. The table lists two entries named Mark Receipts Received = No and Mark Receipts Received = Yes. Each entry includes an Adobe Reader download link and several checkboxes for marking receipts received, displaying images, enabling images, and allowing images.

  2. Complete the required information below, and then select Save.

    The image displays a Receipt Handling screen with the Receipt Imaging tab selected. The Save button is highlighted. The table lists three entries named Demo, Mark Receipts Received = No, and Mark Receipts Received = Yes. Each entry includes an Adobe Reader download link and checkboxes for marking receipts received, displaying images, enabling images, and allowing images. The Demo row is highlighted.
    • A unique name.
    • The link to the Adobe website where the employee can download the software.
    • Select (enable) the Mark Receipts Received? check box to have the system change the Receipts Received flag in Expense Processor from No to Yes when receipts have been received successfully.
    • Display How To? Is no longer used.
    • Select (enable) Enable Image Upload? to allow users to upload images.
    • Select (enable) Allow Images on Report? to allow users to attach images at the report level as well, rather than the expense entry level only.

Reference

For more detailed information, review the Receipt Handling – Imaging, E-Receipts, Digital Receipts, E-Invoices section in the Concur Expense: Receipt Handling Admin Guide, found on the SAP Help Portal.

Summary

  • Receipt imaging is a free SAP Concur service for uploading and viewing receipt images within Concur Expense.
  • Users, delegates, approvers, and processors can upload or email receipts, which display as PDF files in the system.
  • Receipt Imaging settings are configured and assigned to Policies, not user groups.
  • Key configuration options include enabling image uploads, marking receipts received, and allowing images at the report level.

Learning

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