Extract expenses receipts

[Pjfas]

How can we best extract all our receipt data from concur in to a searchable format. Ideally we would keep on local server and when we want to view a receipt, perhaps for audit and VAT inspection purposes we can easily locate. Anyone any experience of this? 

[DeanR]

We transfer receipt attachments to our finance system along with the transactions from Concur.  Any audit or VAT inspection etc would focus on our finance system rather than Concur so we just access the receipts from there.

[Pjfas]

Thanks for info. I imagine your using an ERP system in order to do this? Unfortunately we are using an much older system, so need to extract data and store in separate searchable database. 

[DeanR]

Yes, an ERP system.

I suggest you contact Concur Support about the Import/Extract tool.  You can schedule an Accounting Extract job in Concur that provides both processed expense transactions and a PDF combining all of the receipt images for each expense report.  There is a ReportID field in the transactions extract that matches the PDF file name.

Shared: Import/Extract Monitor User Guide (concurtraining.com)

[dmorvan]

Hello @Pjfas, You may want to check out some SAP Concur applications, such as this one: http://www.concur.com/app-center/listings/5fe0ffd285cb430015497f5b

Regards,

Damien