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Occasional Member - Level 1

Automating Monthly Reoccurring Expenses

Hi all - 

 

So my company card is used for a number of the businesses reoccurring expenses. Each month they hit my card, and I need to upload the receipts. There's never a change in price, etc. Is there a way to have these expenses automate so I don't need to waste time doing this each month? It's a real time suck on my end, and we have a number of issues with Concur, which get worse when 3pm EST hits. The site almost comes to a crawl. 

 

Anyone know of a way to do something like this?

3 Replies
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SAP Concur Employee
SAP Concur Employee

Re: Automating Monthly Reoccurring Expenses

@johnjordan your best option is to turn on Expense Assistant. This will automatically create an expense report when your first company card transaction comes in for the month. As the other transactions upload to Concur during the month, expense assistant places them on the report for you. When all transactions for the month are on the report and you have attached receipts, then just simply submit. BAM! 

 

Now, the question is, does your company have Expense Assistant enabled for you to turn on in your profile? That I won't know without looking at your site settings. Also, depending on what type of configuration you are on will determine where this setting will be for your site admin to enable if it already isn't. 

 

Can you tell me if you are on a Professional or Standard configuration of SAP Concur? If you don't know, just reply with your company name and I'll look it up and let you know.

 

Kevin

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Occasional Member - Level 1

Re: Automating Monthly Reoccurring Expenses

Yes, we have that enabled. I'm looking to see if there's away to automate receipts from our vendors though so I don't have to manually login to my portals and then save, and attach. The majority of my expenses are monthly reoccurring from the same vendors. I'm ok with the one off's, etc. But looking for away to automate those reoccurring. 

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SAP Concur Employee
SAP Concur Employee

Re: Automating Monthly Reoccurring Expenses

@johnjordan unfortunately the only automatic receipts we have for vendors are our E-Receipts for Airfare, Car Rental and Hotels. If your vendors email you copies of your receipts and your company uses our ExpenseIt feature, you can forward those receipts to receipts@expenseit.com. What that will do is create the ExpenseIt item (receipt included) which will get matched to its corresponding credit card charge when it uploads into Concur. That's the closest to receipt automation we have. 

 

Kevin