Help! Receipts never matched to correct expense.

[acidic36]

Years ago, concur did this for me automatically and it saved me much time.  However, now it doesnt work for me. when i upload receipts now, they either sit in the receipts folder and i must go through each one and look for correct receipt.  OR it creates an out of pocket expense from the receipt on my monthly report.  Which i must go in and delete.  Very time consuming. I'd like to make it so i can upload each receipt and once my transaction hits concur, it automatically finds the matching receipt and attaches it to the correct expense!!! help me please 

[KevinD]

@acidic36 Since you mentioned that the system creates an entry on your report, that sounds like you also have the Expense Assistant feature turned on. If you turn this off, then the system would only create an entry that would go into your Available Expenses, rather than directly on a report. This will allow the system to match the receipt with the transaction. Then you can add it to your report. I checked your profile and you do have Expense Assistant turned on. See my screenshots to see how to turn it off. On the last screenshot the arrow is pointing to a drop down. Click the arrow and choose None. Then click Save. That will do it. Give that a try and let me know if things are working a little better for you. 

[acidic36]

my screen does not give me an option to turn off expense assistant. see screen shot