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I'm looking at receipts required vs receipts received as well as "has affadavit" - I want to identify total transactions requiring a receipt (so that wouldn't include mileage) .
For example I have Airfare requiring receipt, no receipt received, no affidavit so I want to show there is an e-receipt/itinerary attached, but if I pull anything under Receipt information it doesn't work.
Help?
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@cmakai could you go back to the area of the data warehouse and take a screenshot of the folder you used to pull the receipt data items, please? There are a couple of areas to pull receipt data, so I want to check to see where you pulled the data from. Thank you.
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I pulled most of it from the entry information:
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@cmakai One thing I would suggest is not having Receipt Image Required pulling from Report Header. If there is a Receipt Image Required data item in the Entry Information folder, I would use that.
Also, what is the name of the report and is it in your My Content folder?
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It's called Receipts required vs Receipts received and yes it's in My content folder. It's been busy so I've not circled back to it, but I definitely need to be able to see how to identify either e-receipts or smart data.
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@cmakai I ran the report and I see what you are saying. The E-Receipt data items do not seem to be linked to anything. I'm not sure what is causing that. It appears the E-Receipt data isn't feeding from Concur Expense.
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Any ideas? I'm pretty sure we have other receipt based reporting (I'll have to look for it) that's got to include that...
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@cmakai I'm stumped. You might want to submit a help ticket to Concur Support and see if they can provide any insight.