Can Concur Automate Receipt Matching?

[MarcRohde]

We have a credit card feed and many of our users will e-mail receipts before the CC comes through. Is there a way to have Concur attach or at least recommend the attachment of the receipt to the expense?

Frankly this seems simply based on other systems we use to detect based on the expense total and date but would be a huge time saver.

[KevinD]

@MarcRohde SAP Concur does have this capability. There are two for sure options where the system will match the receipt to the company card transaction automatically. 

First, if you happen to use Concur Travel and Concur Expense, you can activate e-receipts for your site and users can individually opt in. This will provide e-receipts for Air, Car and Hotel booked through Concur Travel. The e-receipt will arrive first. User lets it sit in their Available Receipts. When the company card transaction comes in, the system matches it to the e-receipt.

Second, if you have our ExpenseIt service (it is a paid add-on), the user can take a picture of their receipt using the mobile app. The image creates an expense entry in less than two minutes that will go into the user's Available Receipt. When the company card transaction comes in, the system will match it to the ExpenseIt created entry. 

There is a possible third option, but I haven't really tested it myself. If you are Concur Expense only, we have apps in our App center that the user can connect to receive automatic receipts. What I am not 100% sure on is if the receipts from these app partners will get automatically matched to company card transactions. I believe that they should, as the system normally looks at two items in Available Receipts and if it sees enough common data, it will match them. 

[Chowjanny]

@KevinD Thanks for this info.  However, what if the receipts only upload into Concur after company card transaction comes in?  We have subscribed Expenselt service.  Currently, delegator will receive all the receipts later.  If they upload the receipts by sending to receipts@concur.com, can Concur also auto match this against the company card transaction?

Thanks, Janny

[KevinD]

@Chowjanny if each user has ExpenseIt activated, then yes...sending receipts to receipts@concur.com should have receipts matched to card transactions. Keep in mind, the matching works best if the card transaction hasn't been added to a report. 

Now, in the scenario you mentioned, card transactions would only arrive before ExpenseIt items if the user waits to take the picture of the receipt instead of taking the picture immediately.  I know this probably won't happen, but when I was in Training, I would tell users using ExpenseIt to take the picture of the receipt as soon as they get the receipt. 

[Chowjanny]

@KevinDthanks.  Is this feature available for all Concur customers?  

[KevinD]

@Chowjanny ExpenseIt is available for all our customers using Concur Expense. There is a fee as it is an add-on service.