Inconsistent Auto Match Receipt (with ExpenseIt)

wvanpatter · ‎Feb 27, 2026

Hello,

Is there a way to have ExpenseIt work consistently? I've seemingly tried every different way and every different order of uploading receipts, but I can't find a rhyme or reason to when the receipt is auto-matched to the expense and when it doesn't.

Can anyone share best practices? I've used the Concur camera on the app, used the receipts@concur.com email address, uploaded receipts manually, tried both before and after the expense comes in, etc. I'm speaking more specifically about everyday expenses (not so much flights and hotels), but we've also had hotels come in without the auto-itemization.

Thank you!

Will

KevinD · ‎Feb 27, 2026

@wvanpatter do you happen to have any examples of a card transaction that isn't matched to its ExpenseIt item?

Also, are you adding the ExpenseIt or company card items to an expense report before the corresponding item comes in?

Thank you,
Kevin
SAP Concur Community Manager
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wvanpatter · ‎Feb 27, 2026

Hi Kevin - I don't have a card transaction at the moment but can try to track one down if that's helpful.

In the meantime: it's possible that the transactions might be added to an expense report before the receipt is uploaded. Is ExpenseIt able to work if the receipt is uploaded after the transaction is in a expense report?

Will

KevinD · ‎Mar 5, 2026

@wvanpatter ExpenseIt will still create an entry even if the transaction it should be matched with is sitting on an expense report. However, you would need to have Expense Assistant turned on so that the ExpenseIt item will automatically add to the report. This should then auto-match the two items.

If you don't have Expense Assistant turned on, the ExpenseIt item would only go into Available Expenses and would not auto-match to a transaction sitting on a report.

Thank you,
Kevin
SAP Concur Community Manager
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wvanpatter · ‎Mar 6, 2026

We do have Expense Assistant turned on. Last question (circling back to the original ask): are there any tips or tricks to make ExpenseIt more likely to auto-match a receipt to a transaction?
Thanks,

Will

wvanpatter · ‎Mar 5, 2026

Hi Kevin - do you have clarification for me here?

Will