Downloading the expense report detailed report along with Receipts

[sgayathri]

Hi All,

We get a lot of requests for downloading the expense report (Detailed report) along with receipts for multiple expense reports as part of tax or compliance requirements. 

Currently, we manually search for the expense reports and then download it and save it a common path. 

Wanted to know if anyone has alternative options to reduce the manual effort. Also, can the access (Read-only) provided to 3rd parties so that they can directly retrieve the images?

Thank you

Regards,

Gayathri

[kevkas]

I also am in charge of reconciling Concur travel details to what is being billed to our customer. 

Is there a way to pull multiple reports by Report ID?

[KevinD]

@kevkas best advice I can give if you want to see multiple expenses all in one place is to use Cognos reporting. If you have never used Cognos, I highly suggest taking the free webinar our Reporting team offers so you can learn the basics of the tool. 

[KevinD]

@sgayathri unfortunately there isn't any bulk download of reports and their receipt images. We do have an Imaging Delivery Extract service where you can do a historical image data dump. See my image below with the options/details. 

As for the third-party you would need to create a user profile for them and grant them the Processor (Audit) role so they can view reports, but not make any changes to them. They would follow the manual process for downloading reports and receipt images.