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LJASMOLO12
Occasional Member - Level 1

Attach Pre-Approval file in Expense Entry

We are trying to have a pre-approval for 1 specific  expense type " Gift-Staff" the only option I am seeing as of now is to attach this copy together with teh "attached Receipt" method. could you please give me any best practice or other way to meet this requirement?

 

1 Solution
Solution
KevinD
Community Manager
Community Manager

The only options for attaching a pre-approval are the same as attaching a receipt. Just remember the pre-approval file needs to be jpg, tiff, png or pdf. 

 

Kevin


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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6 REPLIES 6
Solution
KevinD
Community Manager
Community Manager

The only options for attaching a pre-approval are the same as attaching a receipt. Just remember the pre-approval file needs to be jpg, tiff, png or pdf. 

 

Kevin


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
LJASMOLO12
Occasional Member - Level 1

@KevinD  Thank you! so I guest we don not have a choice but to use attach receipt method for pre-approval! 🙂

dchang
Occasional Member - Level 1

Hi Kevin,

 

I am not able to submit expense report even following your way attaching pre-approval email (pdf) with receipt.

KevinD
Community Manager
Community Manager

@dchang please provide me a screenshot of what happens when you try to submit your report. Be sure to include the entire screen. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
dchang
Occasional Member - Level 1

Submission failed with receipt and pre-approval email attached as pdf file. 

 

dchang_0-1642035051869.png

 

dchang_2-1642035454172.png

 

dchang_1-1642035180289.png

 

KevinD
Community Manager
Community Manager

@dchang your receipt and approval need to be attached to the expense entry line item. The icon I've highlighted in my screenshot lets you know it must be attached to the entry. You attached the receipt and approval to what we call the report Header. In your first screenshot where you have clicked on the entry and have the details displayed, if you look near the Save button there is an Attach Receipt button. Use this to attach the receipt and the approval to the line item. You can attach more than one image to a line item. Once you do this, you should be able to submit.

 

KevinD_0-1642088198746.png

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.