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Erik-kyno
Occasional Member - Level 1

Prevent receipt attachement at the header level of report

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

1 Solution
Solution
KevinD
Community Manager
Community Manager

@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. 

 

KevinD_0-1642792154082.png

 


Thank you,
Kevin
SAP Concur Community Manager
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4 REPLIES 4
Solution
KevinD
Community Manager
Community Manager

@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. 

 

KevinD_0-1642792154082.png

 


Thank you,
Kevin
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.
Erik-kyno
Occasional Member - Level 1

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
Routine Member - Level 3

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

KevinD
Community Manager
Community Manager

@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.


Thank you,
Kevin
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.