How do you move receipts from manage receipts to available receipts?

[aeu96159]

I have uploaded my receipts in the mobile app. I'm now trying to add them to an expense, but they're not in available receipts. I can see them in manage receipts, but can't see how to make them available?

[KevinD]

@aeu96159 if you have a report created in the mobile app, use the + to add a new expense. At the top of the expense details, you should see the Add Receipt option. When you select that, you should see the following options: Take Photo, Upload Photo, Upload File, Choose Available Receipt. Select Choose Available Receipt. That should bring up any receipt images you took by using the Concur mobile app.

Let me know if this works for you.

[aeu96159]

Thanks Kevin. I'm afraid that doesn't work because the receipts aren't in available receipts. When clicking through into the receipts tab on the app, the title changes to claims. I wonder if that's the reason and it's maybe a bug. Instead I've taken screenshots of all the receipts from the app and emailed them to Concur.

Best, John 

[KevinD]

@aeu96159 the app does not have an Available Receipts queue unless you are inside of an expense report. All captured receipts are found by clicking Expense at the bottom of the App home screen, then selecting the Expenses tab. So, I think maybe you are doing something different than what I described.

If you are adding an expense to an expense report, the option to add a receipt will be at the top of the expense entry details. Are you maybe using the Receipts tab shown when you create a new report (see screenshot) and not seeing any receipts there? If so, that is by design as this will show all receipts currently assigned to the report, not your available receipts.

This first screenshot is of a newly created report. Clicking Receipts will not shown anything as no receipts have been attached to any entries.

This screenshot is after I clicked Add New Expense.

Next, I click the Add Receipt option for the entry and see four options.

This last screenshot is what I see when I select Choose Available Receipt. I see three receipt images where I used the mobile app to take a picture of a receipt.

Are these the steps you are following or are you doing something else? You shouldn't need to screenshot images in the mobile app and email them just so you can attach them to an entry on your report. That defeats the purpose of using the app for receipt capture. 🙂

[davidrutter]

An expense claim has a receipts tab with a + button to upload more receipts.

You would expect that using this saves a receipt for future use on this expense.
It doesn't

If you to upload a receipt and after that there is no possible ways to use it in an expense or do anything else with it, not even save it.
It is lost in limbo - so you have no other choice but to use screen shots to retrieve it - or find your original receipt and reupload.

Why is there a feature to upload a receipt that is then effectively inaccessible and unmanageable?




The only possible way to retrieve the uploaded image is ... screen shots.

ITs