ExpenseIt integrated within the SAP Concur Mobile application allows for easy and automatic capturing of expense data from a receipt image. The ExpenseIt feature analyzes receipt images and creates expense entries that appear in Available Expense for users.
To use ExpenseIt:
- Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen.
- On the Expense screen, click the + (plus sign) in the upper-right corner.
- From the menu options, select Take Photo or Add Receipt>Take Photo.
- Aim your phone's camera at the receipt making sure the entire receipt is visible in the viewer.
- Take the picture of the receipt.
- If you are shown a screen asking about the amount of the expense, either confirm the amount or press Incorrect to enter the correct amount.
- On the preview screen, press Done if image is clear and does not need cropping.
- The SAP Concur Mobile App will analyze the receipt using Optical Character Recognition (OCR) technology and automatically create an expense line item, referred to as an ExpenseIt entry.
- The app will provide a notification when the the ExpenseIt item is available.
- ExpenseIt items are listed under the "Available Expenses" section.
Note:
- If the Expense Assistant feature is enabled for your company and the user level, all ExpenseIt entries will be moved to an expense report automatically.
- An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. ExpenseIt entries that have not been added to an expense report will be matched automatically to the corresponding company card transaction. Keep in mind that ExpenseIt entries are created within 1-2 minutes of receipt capture, while company card transactions take 3-5 business days on average to appear in SAP Concur.
For more information, read: ExpenseIt in the SAP Concur app FAQ
