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mayers
New Member - Level 1

Drag and Drop Receipts to Line Level with New Interface

With the New Interface-can you still drag and drop your receipts if you are on that expense line in the report?  

20 REPLIES 20
KevinD
Community Manager
Community Manager

@mayers the drag and drop feature is not supported in the new interface. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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mayers
New Member - Level 1

Awh-that was really a good feature!  That is a bummer!  

KevinD
Community Manager
Community Manager

@mayers I'm not gonna lie...I liked it too. I took a day off to mourn the loss of the feature. 🙂


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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mayers
New Member - Level 1

Ok that is too funny....such a loss-oh well!

badsoftware
New Member - Level 3

They must fix  this 

It will take forever to to complete expense reports... Maybe this is the reason they took it away?

 

I'm always impressed with how bad companies can update the software To a bad bad user experience

 

PLEASE FIX THIS!!!!!!!!!!

EdwinaM
Occasional Member - Level 3

Kevin - this is terrible and one of the reasons why we haven't moved to new UI yet.  Now with the deadline approaching our early adopter user base are all asking to move back to old UI and this is one of several reasons.  Is it on the roadmap at all to bring back?

reedred
Occasional Member - Level 3

Has Concur provided a reason why drag and drop is not supported?  As someone who needs to attach hundreds of receipts to reports for multiple user accounts each month, This is going to add a substantial amount of time to my process, and I can guarantee I am going to get negative C-Suite feedback when their assistants complain about it.

KevinD
Community Manager
Community Manager

@reedred I've not see anything internal explaining why it was discontinued. Usually, when we removed a feature, it is because of the amount of usage or I should say, lack of usage. But I cannot say for certain this is the case with the drag and drop. 

 

When it was done away with, I moved more towards the mobile app, where I can just snap a picture while on an expense line item and have the image upload right then and there. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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reedred
Occasional Member - Level 3

Thanks Kevin,  I have been encouraging users to do just that, but it doesn't work with the way I personally use the service.  There are a lot of emailed receipts and ones that I have to download from portals while administering for others.

 

Can you inquire with someone?  I really would like to hear an actual reason.  I asked about it at a Fusion event and people just looked at me like I had three heads.

KevinD
Community Manager
Community Manager

@reedred the person I would ask was not in office today and I'm going on PTO next week.

 

I really think that it was based on usage and customer feedback. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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Pbennett
New Member - Level 1

Like @reedred  I have to process hundreds of expenses and most receipts come through email or are downloaded from a portal.  Saving the planet, one printed receipt at a time! This is adding a great deal of time to my expense processing. Any chance this can be brought back?

KevinD
Community Manager
Community Manager

@Pbennett the only way (and it is probably a long shot) this could be brought back is by our Customer Engagement Initiative. Here you can provide feedback about our products. 

 

Read this article about our CEI program


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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reedred
Occasional Member - Level 3

It's so nice to have know I'm not alone!

 

I suspect more users in the same situation will pop up as the UI change is finalized.

KevinD
Community Manager
Community Manager

@reedred personally, I really liked the drag and drop. The only chance of it coming back is for our customers to join the Customer Engagement Initiative. Read about it here: CEI program


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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reedred
Occasional Member - Level 3

Kevin, that site is a nightmare.  Disappointed customers shouldn't have to navigate all of SAP to try to find a project and hope they get selected to  be able to share their input about a specific concern.

KevinD
Community Manager
Community Manager

@reedred I'll pass on your feedback to the my contact who works with that program. 

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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badsoftware
New Member - Level 3

Better yet let everybody know how they can switch back to the old July with Dragon' drop maybe that will send a message

 

This is doubling my time to complete the expense report who does this service??????

 

p2150030
New Member - Level 2

Definitely NOT the case of lack of use! This is a poor decision. 

DeanR
Routine Member - Level 3

Reading through this and I really can't see a reason why this feature would've been removed.  The only possibilities are that Concur didn't know nor appreciate how widely it was used, or that it's a sneaky way to push customers to purchase ExpenseIt.  It really doesn't make sense.

 

For those customers most impacted due to the way they currently use Concur, are they across other methods of adding receipts?

  1. Capturing through the mobile app - good for hard-copy receipts like meals, taxis, car parking
  2. Emailing to either receipts@concur.com or receipts@expenseit.com - good for receipts received via email.  Requires email verification for both users and delegates (if they want to email to delegated user's Concur account) but worth taking the time to set this up.
  3. Settings in partner apps (e.g. Uber) so business receipts can be sent directly to Concur

 

We are ExpenseIt customers and through training our cardholders and delegates to use these methods we've greatly reduced the need to add receipts from within Concur.  YMMV.

 

mgasner
New Member - Level 2

The old UI was so much more streamlined for inventory purchases. We have hundreds of transactions a month and I was able to do everything from the main screen. I could hover over a charge and if the vendor supplied information it would show up right there. I could drag and drop the receipt, add my note and move on to the next transaction all without leaving the main screen. I could process 4 charges in the time it takes me to do 1 with this new setup. Please bring back the drag and drop and the transaction information.