Prevent receipt attachement at the header level of report

[Erik-kyno]

Hi All

Before NextGen, we could set up Concur Expense such as : not allow attaching receipt at the header level.

Would you know how to prevent attachement at the header level (allow only line level) or to hide this functionality (both on desktop and mobile app) ?

Thanks a lot for your help

Kind regards

Erik

[KevinD · Accepted solution]

@Erik-kyno I didn't think this was possible, but a colleague point me to the Receipt Handling screen, specifically the Receipt Imaging tab. There is an option to allow or disallow images on the Report. Unchecking this makes it so receipt cannot be attached to the Header level. 

[Erik-kyno]

Hi Kevin

Thank you so much for your help.

This setting allows to hide the capability of attaching receipts at header level : both on mobile & desktop.

Perfect thanks again

[cmakai]

@KevinD  Why would someone not want the receipts at the report/header level? 

[KevinD]

@cmakai not sure, but for me it takes more time to review the receipts at the header level because there isn't a quick way to match receipt with entry. I can hover over a receipt and view it while still seeing most of the entry information to quickly see if it is a match or not. I cannot do that at the header level.

[chrisboth1969]

We find our folks may not always include a receipt that is required but the system doesn't try to resolve this unless receipts are NOT allowed at the header level.  Forcing receipts at the line item level can add to the time it take to complete a report.  And people love the affidavit