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I have several users that when they receive an email with the pdf receipt (from Amex typically), they select the add then select “share”. They select the concur app, which opens and asks if they wish to upload the receipt and then confirm.
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@KevinF is the receipt an attachment to the email or is it embedded in the email? If it is an attachment, have them forward the receipt to: [email protected]. To use this option, they must have verified their email address on their Concur profile.
If the pdf is embedded into the email, the receipt forwarding probably won't work. Instead of sharing, they could try saving the pdf to their device. Then open their expense report, drill into the entry that needs the receipt and add the receipt from there. Even if the share option did work, the users will still need to do the steps I just mentioned to upload the receipt image to the correct expense.
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Hi KevinD
So just to be clear the way he use to do it no longer works?