How do I turn off ExpenseIt for e-receipts or pdfs I forward from an email address?

[karakitt]

ExpenseIt is more of a hassle than a help - I need to turn this feature OFF completely and I can't figure out how.  It seems to have turned itself on automatically for receipts I forward in from my emails.  In the past, these receipts would just go into my Available Receipts.  Now, they are being processed automatically by ExpenseIt however this is NOT helpful. 

Today it took the Courtyard logo image from a hotel folio email and turned into its own Meal receipt with an amount of $100!  It set the location of a rental car receipt as somewhere in New Jersey because that's the location of Budget headquarters.  I don't want to double-check computer-generated expenses.  I want to go back to the way things were, where I can manually enter my expenses and just make sure they're done correctly the first time.  This is now making my expense processing take twice as long trying to catch all these stupid mistakes. 

How can I disable this feature for receipts I forward in from my email??

EDIT: This has been solved as described by @claireswiss  and @dawkinsc !!!  On the web, navigate to Profile Settings > Expense Preferences and Un-tick the box for using ExpenseIt on forwarded receipts.  I just tested this with a forwarded flight receipt email and it worked!  The receipt is showing up in my Available Receipts, not as an autogenerated expense!!

[CoreyM]

Good luck with even trying to get an answer from concur. I've been using concur for many years now and it seems that they're constantly trying to get too cute with their so called updates. I'm not sure who in the heck is advising them on their updates but they need to pay closer attention to their actual customers before they end up losing more business. I know we're contemplating finding and or changing to a different system for our expenses due to lack of support and willingness to listen to their customers. I can't even get someone to answer a simple question pertaining to that latest foolish update they forced on us. When using the app the camera stays set to auto and start snapping pictures of anything it thinks may be a receipt. I have to physically click to auto button to turn that crap off with every single receipt capture I do when using the app. As someone mentioned previously, concur seems to be worried about being too cute with their updates and less worried about their own customers that keep them afloat!!

[Krhodes]

Was this a recent change.  We are having issues as well but were using expense it prior without issues.  

[dawkinsc]

@Krhodes it must have been some type of more recent enhancement to what already existed as Expense it, because we didn't have these issues last year when they may have launched it.  I saw one person trying to figure out how to turn it on, which was a bit shocking when most of us want it off.  The other way the receipts were being added was working just fine.  This change is not good for most.  

[KevinD]

@Krhodes yes, this was a recent change for the US, UK, Canada and Australia customers using ExpenseIt. 

[Jszechi]

also having this problem - there should be a way to turn off the Expense it feature on the website, not just via mobile! thank you for flagging this to them .. sorry their responses havent been great! 

[alackmann]

Thanks for raising this issue. The change in behaviour to automatically create expenses from emailed receipts is a regression in my opinion.

In my use-case, ALL of our expenses items are automatically created via an integration from our corporate credit cards. As such there is no reason to create a new expense item. We have a workflow that emails receipts to Concur for credit card purchases made for online services (eg. SaaS applications). This was working well before the change.

Since the behaviour change - now there are duplicate "Cash" items created on each email. This is extremely unhelpful as the receipt is connected to that item only and cannot be detached OR attached to the credit card expense items.

I've turned off ExpenseIt - but this still creates Cash Expense items, but simply doesn't connect them into an Expense report.

As-is this has completely broken any ability to automate emailing receipts into Concur for online purchases. The only work around appears to manually detach PDFs from the emails from vendors and manually upload these into Concur. This seems the very opposite of the outcomes that Concur is trying to achieve.

[dawkinsc]

I think we are all singing to the choir regarding this issue.  Hopefully they will fix or change it sooner than later. 

I will add, you can drag and drop receipts which helps, but that isn't a solution for users not in front of a computer.  

[jguipre]

This is a massive problem for us. It is hard enough just getting users to submit expense reports. Now I have to tell them that all their good work in uploading their receipts is for naught because every receipt created a fake "cash" expense and they can't remove the receipt from that fake expense and add it to the actual credit card expense. 

I hate to sound harsh, but the UI from about one year ago or so was terrific. Every change since then has been a downgrade.

[KevinD]

@jguipre ExpenseIt created items can be and should be matched to their corresponding card transactions. It has been that way ever since ExpenseIt was introduced. That hasn't changed. Maybe I'm not understanding what you are explaining. Also, ExpenseIt created items should be coming in as Pending Card Transaction if the user has an assigned company card and used that card to make the transaction. Also, you cannot separate a receipt image from an ExpenseIt item as the receipt is what was used to create the item. It has always been this way.

[dawkinsc]

@KevinD Yes, in a perfect world that would be great, however the ExpenseIt created items are NOT coming in as Pending Card Transactions as they should be, the amounts do not match and the Expense Type is usually something not correct either.  It is causing LOTS of confusion for our users.  And the part about not being able to remove the receipt is horrible too, because sometimes they are not adding the correct one.  

I have 100's of users.  I am slowly encouraging all of them to turn ExpenseIt OFF to eliminate all the problems we are having.  Also I have told them to find a computer to drag and drop receipts when possible, so the expense item is not created and the Available receipt can be waiting for them.  I am fielding issues on a daily because of the changes.  The one major thing about Concur is you roll out changes with zero warning or explanation.  We just wake up one day and guess what, something changed - up to us to figure it out!  

[KevinD]

@dawkinsc so I'm clear, before the new rollout, were your ExpenseIt items coming in as Pending Card Transaction and now they are not and were the amounts and expense types more accurate? I'm asking because if that is the case, you should definitely submit this to Concur Support so it can be tracked and the team can be made aware. They have ways of tracking the accuracy of ExpenseIt and need to know if the accuracy has waned since the rollout. 

The not being able to remove the receipt has always been that way with ExpenseIt since it was first introduced. I guess I should say that you cannot separate the receipt from the ExpenseIt entry. Is that what you are referring to? I am not understanding how a user would be adding an incorrect receipt when using ExpenseIt. Since ExpenseIt uses the receipt image to create the entry, it really cannot be the incorrect receipt. If you could clarify for me, that would be great. 

We do have release notes that are posted each month, but most people either don't read them or don't know where to find them. The release notes cover these types of changes. We don't make any internal notifications so I didn't know about this change until someone posted it here on Community, so I can totally empathize with you. 🙂

[dawkinsc]

To your first point, no.  We were perhaps never using ExpenseIt or it was not turned on automatically as it has been done now.  I think most everyone in this thread is in the same boat.  We are used to forwarding receipts and just having them in Available Receipts to create our own expense entries.  Ever since the rollout and forced ExpenseIt routine, nothing works the same.  I don't have the app on my phone and I am unable to turn it off because I am a computer user only!  

About removing the receipts, the solution is to delete the ExpenseIt entry, but then the receipt does not fall down to Available Receipts.  Some of these users take the picture of the receipt one time.  If you delete the entry, it's gone.  Once the transaction comes over from the bank, we can use that as the entry and attach the receipt which normally would be in Available Receipts.  

[Jszechi]

This is happening with all our users as well - exactly as Dawkinsc is describing. 

Kevin - either you or one of your colleagues mentioned before that the scanning by ExpenseIt was a new feature that was rolled out a few weeks ago, a little confused as to why you are now acting like this is all news to you? 

[KevinD]

There wasn't any company-wide announcement about the change. It was implemented in one of our monthly updates, but these types of changes aren't sent out internally, they are only added to Release Notes. 

[DeanR]

@dawkinsc 

I would recommend to your users to select the 'Save Receipts to Phone/Gallery' option through the Concur app settings so they'll have a copy of any captured receipts.

[DeanR]

@KevinD 

I assume that they were/are emailing receipts to receipts@concur.com so implicitly weren't using ExpenseIt prior to the change implemented by Concur.

At least ExpenseIt via the mobile app allows the user to confirm date and $ amount before saving so can correct any scanning errors at that point.  With the scanning from email there is no chance to do that until the Expense has already been created.

[dawkinsc]

@DeanR  You're right.  The little paper receipts like car gas, grocery slips and stuff like that are creating the ExpenseIt items they can edit some details, but we are dealing with alot of rental cars, hotels, Uber and things they are uploading directly into Concur either by forwarding from email or direct upload.  Those are the ones with bigger issues.  

[CoreyM]

How can we turn off that darn auto capture (for the mobile device camera) feature in the SAP Concur mobile app?? You have to manually turn the darn thing off with every photo capture. There is nothing in settings on the app nor the phone to help with this!!

Maybe SAP Concur needs to start paying attention and listen to their customers instead of always pushing out updates and trying to be overly cute with the changes. It is getting to be extremely annoying and frustrating and no one (with SAP Concur) can give a straight answer for anything. Not directing this towards you, just venting because this mess that SAP has created is just that, a huge pile of mess!

[dawkinsc]

Since I don't use the mobile app at all, I can't help.  But what I have worked out with some users are the steps:  First click Add Receipt, then Take Photo, in that order.  It keeps them from having to fill out details at the moment.  They just want to snap the pic and move on about their day, then go back and fill expense details later.  

[Jmarah]

Hi Kevin

I am just reading through all these messages as this is causing me so many issues.  I can confirm that the transactions are definately not coming through as pending card transactions, they create a separate new Cash Expense line.  Furthermore we used to be able to delete that cash expense line and the receipt would drop into Available Receipts.  That option has now gone as well.
The camera on the Expense it app, seems to read all sorts of random figures so receipts are coming in wrong so even if they were Pending Card transactions they wouldnt match the card line anyway.  

[DeanR]

I'm really struggling to understand the reasoning behind this change.  The previous set-up of having the two email addresses receipts@concur.com and receipts@expenseit.com worked as customers/users could choose their preference depending on the circumstances.  This has actually reduced the functionality for ExpenseIt customers.