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I am new to Concur, and having a bit of an issue trying to resolve this or figure it out.
When I go to Expense ->Process Reports -> Print Detailed Report (Or any other kind of report)
The system shows me an expense report which I can export to PDF or print. Once I do that the system prints the receipts along with the report.
I want that to happen but with one change, being, that I want the receipts to be printed in order of the expense as listed on the report.
So if Mr. XYZ shows Hotel Expense (Hampton) first and then Meals(JimmyJohns) - I want to receipts to be printed in the same order.
How can I do this?
Thank you for your help.
@eibaad I don't think it is possible to re-order how the receipts are displayed in the Detailed Report.
@KevinD Thank you for your response. Is there any other way I can print a report that matches the receipt order or vice versa.
just as point of curiosity, why would you need to print the receipts and have them in order?
is is for checking the validity of the receipts?
Do your company's employee not use the mobile application for uploading the receipts? You would be able to check in that case directly from the system without printing them or putting them in order.
We do use the mobile application for uploading the receipts and we also do check the validity of the receipts as well. But the reason why we want them in the order of the report is that some of our receipts are further allocated to multiple properties and each property is sent a copy of the bill with their receipts attached. So for all that if the receipts are printed in order it will cut down on a lot of time, we have to spend sorting through the receipts.
@eibaad I double checked this with a colleague and unfortunately there isn't a way. The receipt order in the printed report we believe is the order in which they were attached to the report. There are only a certain number of ways to sort the expense report line items, so getting them to match exactly would take a lot of trial and error.
Sorry for the very later response, but thank you. This is the conclusion I came up with as well.
This seems like this would be a simple change to offer -- but it would save my organizations hours each month reordering them for finance. Can there be something done?
We will literally have to look for a new solution without this change.
Director, Information Technology
The Boston Foundation
75 Arlington Street 3rd Floor
Boston, MA 02116
I totally agree with you Thomas that it is a very small change to implement, unfortunately we had a lot of discussions with people at Concur they all said the same thing it cannot be done. We also are actively thinking about changing platforms due to this as well; it's just eats up too much time physically re-arraigning all those receipts.
Just came across this discussion because I too am looking to print the receipts in the order they appear on the expense report. At my firm, once reports are submitted, we Print to PDF and save them in a folder that are accessible to external auditors.
It would be so helpful if receipts were in order. I can't believe there is no way!
I know, and considering the receipts are attached to the transactions and they can be sorted; so the natural progression would be to sort the receipts accordingly. From a programming point of view this can be very easily acheived.