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!!

[dawkinsc]

Yes, I found it as well in Profile Settings > Expense Preferences.  You can un-tick the box for using ExpenseIt on forwarded receipts, however I am not sure if it is still working the same way it was before.  I have yet to confirm.  Thank you!  

[aknudsen]

Hello @KevinD. Is there a way to turn off ExpenseIt outside of the mobile app? I have a user who wants to turn it off, but she does not have the mobile app, since our cyber security team only allows employees with company phones or phone reimbursement to access the app. Thanks!

[KevinD]

@aknudsen unfortunately there is not a way to turn it off on the web for individual users. 

[DebbieW]

We are getting a lot of complaints about this change for email receipts coming in as ExpenseIt. The executive admins are having a lot of issues with this and then the receipts will not match to the actual charge, or end up being submitted as cash when they are on a company card.

I am not a fan of ExpenseIt at all since we have so many people who complain about trying to match to the actual charge, or submitting as cash and not catching it until our duplicate audit, where they then appear on the list of offenders. We tell everyone in N America to turn it off on the mobile app unless they are the few without a corporate card. Now with it also on the web version this will become a bigger challenge

[dawkinsc]

That's a great idea.  How do they turn it off on the mobile app?  Most of my users are on mobile. 

[aprosnik]

Profile, Settings.  I had to download the stupid app to find it myself.

[pettyjohn]

@KevinD, as an admin, can I turn off ExpenseIt corporately for all employees? 

[KevinD]

@pettyjohn I'm sending you a private message about this.

[Nicole220]

Hi Kevin,

Can you please send me a message about how to turn this off for my whole company? It's causing issues all of a sudden this month, and people are unhappy and confused. 

[KevinD]

@Nicole220 ExpenseIt is a paid service, so if you want it turned off for the entire company, you would need to cancel the service. You should have an assigned Customer Success Partner. That is who you should speak with. 

There isn't an "all off" option so for now, each user would need to opt out individually. 

[Nicole220]

Hi Kevin, is there a way for employees to move their Expense It receipts to their actual credit card charge? We have many users who uploaded their receipts via Expense It, and now those receipts are attached to a "pending charge" or "out of pocket" and not the charge that came from their credit card:

This was never an issue until this month.

[TammyK]

Hi Nicole,

Have the user select the Credit card charge and select the receipt (expenseit receipt),.  With both now checked the "Combine Expenses" option will turn blue and become available.  We went thru the ExpenseIT pain and suffering 2 years ago and finally turned it off for the entire company.  Too many "cash" items submitted when they should have been on the company credit card.  It was confusing for our users as well.  

In reverse, here is another helpful step if you ever have a user that indicates they can't detach a receipt from an expense within a report when using a laptop, have them delete the expense from the report.  Then follow instructions below.  The detach option is not available if the user attached the receipt from a mobile phone.

[dawkinsc]

Taking this one step further, I encourage our users NOT to create manual expenses in the app.  It's not because a receipt is attached from a mobile device.  Rather than selecting to add or upload photo in the app, they create a manual expenses which causes the issue.  Alternatively, if the receipt is added to the Available Receipts section by way of upload or photo, they are easily attached and detached from expenses on any device, and the approvers can download the receipt from within Concur - which is not an option with the manual expense creation.  We did our share of suffering too, but mostly manage it by turning ExpenseIt off for all new users as we go.  

[KevinD]

@Nicole220 I couldn't have said it better myself. @TammyK is spot on. 🙂

[Regina]

@pettyjohn. Hi i have asked the same question and have been advised you cannot turn off for all employees. The only way this can be done is to speak with your Account Manager.

[claireswiss]

expensit is a pain. either you make it work properly, or you deactivate this completely. expenses are automatically allocated to a geography (always wrong) and to a expense category, which is almost always wrong too. Even the currency is automatically chosen, and it also is almost always wrong. 

[NMP]

Taking a picture of the receipt is not always ideal.  Shadows are created and the image not clear.  Is there any way to get the ability to send a PDF image of the receipt to the Available receipts que.  Much appreciated

[dawkinsc]

There are a few different things my teams are doing.  Send as much stuff to email as possible.  You can click a receipt from email to download it, then when the device asks where to save it, choose Concur.  Obviously the device has to have Concur app for it to work.  Also Uber has 'Download PDF' on the receipts within their app, same thing, click it and choose Concur when it asks where to save.  When it comes to restaurant and gas receipts (little paper ones), I suggest using either an outside app like CamSanner or GeniusScan, or using the Concur app (First click Add receipt, then Take photo, in that order) however, you are still taking a picture but it does skew it better.  GeniusScan has filters to help with the quality. 

Hope some of this is useful to you.  Cheers!

[dawkinsc]

I agree with @karakitt, as I am only using the non mobile application and do not need the ExpenseIt feature.  It also presumes the item as cash, when in actuality it was a card transaction and also incorrect with other details.  Not only am I a user, but I am an approver and it's causing major issues for people who just want their receipts in the Available receipts section.  We do not want Concur to create the expense for us.  Sometimes we like to add multiple receipts to be added later to one expense item.  There are different uses, but the idea of having "receipts" in Available receipts was a good concept from the beginning.  Just turn it off completely!  If users want to create an expense, we know how.  

[shirleym]

I raised a case on this - it is absolutely absurd and I can’t find a work around - I had hoped to be able to detach the receipt from the automatically created cash claim and then delete the cash claim but no such luck. I raised a case but just told it is an improvement and case will be closed. I am actually dreading trying to plough my way through this - I tried ordering my claims by amount to match them up and NONE of them matched - I barely know where to start. Next step is to invite support to actually support me in doing this so they can see just how insane it is! 

[dawkinsc]

Oh good!  Yea, its horrible and even though there is a "remove" option for the receipt, it does not work on the desktop version of Concur.  It must be only for the mobile app, (I assume)  I don't think the options available should differ, although some things might be available on the desktop that are not on the app, but not the other way around.  Hopefully the developers will turn this thing around soon.