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Mariuszt
Occasional Member - Level 2

OCR used by Concur Expense module

Hi there,

 

recently I found a note about OCR functionality used by Concur . Where can I find some more details about this option?

 

“Using smart devices employees can create digital counterparts of paper invoices by taking pictures of them. The SAP Concur app can turn these images into processable documents using optical character recognition (OCR) from which transaction information can be extracted automatically. AI processes can then analyze this information for errors or inconsistencies.”

 

Is this something that requires additional activation.

I'll appreciate some more guidelines or reference point with materials to explore.

 

Many thanks!

Best regards,

Mariusz

 

2 Solutions
Solution
KevinD
Community Manager
Community Manager

@Mariuszt this is referring to our ExpenseIt feature which is an add-on service. Once purchased, it will be available for users to turn on in the mobile app. ExpenseIt scans the receipt and creates an expense entry for the users which can then be added to an expense report. 

 

One little nuance of using ExpenseIt is if your company uses a corporate credit card and feeds those transactions into SAP Concur. Users get confused because ExpenseIt creates the expense entry within about a minute of receipt capture. Corporate card charges take on average three days to appear in the user's account. What ends up happening is the user sees the ExpenseIt item and adds it to their expense report. They may end up even submitting the report. Then a day or so later the corporate card charges comes in. Users don't know what to do with the card charge because they submitted the entry already. What they need to do is when they see an ExpenseIt item, let it sit there in the Available Expenses. When the corresponding company card charge comes in, the system will match the ExpenseIt item to the card charge. Then the user should add it to a report. 

 

Now, for out of pocket/cash expenses, the user can add the ExpenseIt item to their report as soon as it is available. 

 

If you want to know more about adding on the service and pricing, you should contact your Customer Success Manager (Account Manager).


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.

View solution in original post

Solution
Mariuszt
Occasional Member - Level 2

@Kevin  thank you very much for above information. Very helpful as always.

 

Best regards,

Mariusz

 

View solution in original post

3 REPLIES 3
Solution
KevinD
Community Manager
Community Manager

@Mariuszt this is referring to our ExpenseIt feature which is an add-on service. Once purchased, it will be available for users to turn on in the mobile app. ExpenseIt scans the receipt and creates an expense entry for the users which can then be added to an expense report. 

 

One little nuance of using ExpenseIt is if your company uses a corporate credit card and feeds those transactions into SAP Concur. Users get confused because ExpenseIt creates the expense entry within about a minute of receipt capture. Corporate card charges take on average three days to appear in the user's account. What ends up happening is the user sees the ExpenseIt item and adds it to their expense report. They may end up even submitting the report. Then a day or so later the corporate card charges comes in. Users don't know what to do with the card charge because they submitted the entry already. What they need to do is when they see an ExpenseIt item, let it sit there in the Available Expenses. When the corresponding company card charge comes in, the system will match the ExpenseIt item to the card charge. Then the user should add it to a report. 

 

Now, for out of pocket/cash expenses, the user can add the ExpenseIt item to their report as soon as it is available. 

 

If you want to know more about adding on the service and pricing, you should contact your Customer Success Manager (Account Manager).


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.
Solution
Mariuszt
Occasional Member - Level 2

@Kevin  thank you very much for above information. Very helpful as always.

 

Best regards,

Mariusz

 

MSteele
Routine Member - Level 1

My company encourages our employees to use the mobile app and ExpenseIt.  It saves everyone so much time while they are traveling our out with clients.  No more missing receipts.  LOVE IT!!!