Creating Expense Line Items with ExpenseIt

Objective

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

Expense Line Items with ExpenseIt - Introduction

ExpenseIt can be used to analyze receipts submitted through the SAP Concur mobile app, Concur Expense on the web, and 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 to open your device's camera.

    2. By default, you will be redirected to a screen where you can capture a single image of your receipt. If your receipt has multiple pages, simply tap the multi-page icon at the top of the screen. The color change signifies that the multi-page mode is activated.

    3. Aim the camera at the receipt and take a photo. Be sure to capture any summary first, then subsequent pages detailing specific items.

    4. ExpenseIt will then process the receipt's information and display the captured total. If there's any discrepancy in the captured amount, tap Incorrect and manually input the correct total. If the total is accurate, tap on the amount to proceed.

    5. If there are more receipts, tap Next receipt. If this is the last one, tap Done to move to the following 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 a 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 utilizes smart technology to extract key details from your receipt. It then generates and uploads a transaction displaying the vendor name, location, purchase date, method of payment, amount, and currency. Leveraging this information, ExpenseIt assigns an appropriate expense category, simplifying your expense tracking process.

    The image shows two screenshots of 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 Profile.

  3. Finish the report in Concur Expense.

    After ExpenseIt automatically generates and uploads expense line items to Concur Expense, your next step is to incorporate them into an expense report. However, ensure you don't submit any transactions created with ExpenseIt before reviewing them for accuracy and making any necessary adjustments.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 the web.

Step 1.Sign in to 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 Receipts button to add one or more receipts at the same time.

Step 3. ExpenseIt will analyze, itemize, categorize, and turn each receipt into an 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 the e-mail address before e-mailing receipts.

Now that you know how to create expense line items with ExpenseIt, let's test your knowledge with a quiz.

Log in to track your progress & complete quizzes

Learning

SAP FacebookSAP YoutubeSAP LinkedIn