Concur New Feature

[cpolifka1]

Good morning,

Is there a new feature that came out last month in Concur where an user receives a text message from Concur - automated receipts? Perhaps I missed this. 
All users are now seeing duplicate receipts pending that are already matched to a transaction. 

Any assistance with this is appreciated.

[KevinD]

@cpolifka1 yes, we now have the option for you to text in receipts to Concur Expense. User verifies their phone number on their profile. They receive a text from Concur. That states they can now text in receipts. 

Users should be able to simply delete the duplicates out of their Available Expenses area. 

[cpolifka1]

Hi KevinD,

This is causing confusion with our users. If they use ExpenseIT, the receipt appears in available expenses.   In order to avoid duplication of receipts, what is the best practice. Should they no longer use ExpenseIT?

Thank you for your response

[KevinD]

@cpolifka1 Can you clarify how duplicates are being created? If the user only texts the image, only one item should be created. 

I would think that users are maybe using the text option and also taking a picture of the receipt in the mobile app. I am not sure how duplicates would be created, so if you can provide an example of what steps users are taking and seeing duplicates, that will help. 

I would like to pass this on to our internal ExpenseIt team to see if they can provide some insight. 

The text option is actually using ExpenseIt. It behaves as if the user opened the mobile app and took a picture of a receipt. It is just another option for using ExpenseIt. If it is causing confusion, tell users they can opt out by texting the word STOP to the mobile number that sent them the message that they were subscribed to the service. 

[cpolifka1]

Hi Kevin,

Thank you kindly for your response and suggestion.

The user uses multiple methods. 
- Taking a screen shot 

- Using the app on their mobile

-uploading PDF's (hotels) from their own desktops

It happens with all of them.

The user mentions they have to add each individual expense to their report and then take it back out into available expenses and it deletes the duplicate.

I asked the user to take a screen shot to show what is happening that causing the duplicates.

As soon as I have more details.

Thank you again

[KevinD]

@cpolifka1 thank you for clarifying. Do you know if they have tried using the Combine option for these items that look like duplicates? They might be able to combine them together. 

Do you know if they are seeing duplicates in their Available Expenses before adding them to a report or is the duplication happening after adding them to a report? Also, has the user turned on Expense Assistant? The feature that auto-creates reports and adds items to that report?