Adding Multiple Receipts

[marinapagnotta]

Hello, 

I'm wondering what is the best / most efficient way to upload multiple receipts to one expense? We have lots of users that don't realize that you need to Save the expense first, and then go back in so the Add feature becomes available. Is there a more intuitive way of doing this, or enhancements that could be available in Concur in the future that make this feature more user friendly? Thank you. 

[KevinD]

@marinapagnotta I'm not sure there will be enhancements for adding multiple receipts since the initial design of Concur Expense is for one entry is to really only need one receipt. 

Drag and drop is probably the fastest way to attach multiple receipts to a single entry. However, in my testing of this, some items wouldn't allow me to drag a second receipt. Not sure why. 

[marinapagnotta]

Hi @KevinD . Thanks for your response. 

I didn't have much luck with drag and drop for multiple receipts either without saving the expense. 

The reason why our team members may have multiple receipts to attach to one expense is because we request both, the itemized receipt that shows what was purchased and the payment slip for the transaction, and it's not always possible to clearly capture them in one image. 

[KevinD]

@marinapagnotta Understood. However, why are both required? Seems like extra work for employees. Just wondering. 🙂

[marinapagnotta]

@KevinD these are the requirements for audit purposes to ensure that purchases are within our company's policies and the payment slips help ensure tips, etc. are within guidelines as well. Thanks.