Mobile App User Guide - Receipt Digitization

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 1 of 14

Mobile App User Guide

Receipts

Last Revised: March 27, 2024

This guide describes

the current version,

which is shown on the

"Introduction" guide.

Applies to these mobile devices:

No: iPhone

No: iPad

Yes: Android

IMPORTANT: Be aware that your company's configuration may not allow for all of the features

described here. Generally, if a feature is not available in your configuration of the web version of SAP

Concur, then it is not available in the mobile app.

You can work with receipts in the following

ways:

• Attach receipts to an expense or

report

• Capture multipage receipts

• Create a mobile expense from a

receipt

• View Receipts

• Delete Receipts Attach a missing

receipt declaration to an Expense

Work With Receipts ........................................... 2

Attach Receipts ................................................. 2

Upload File From Shared Repository ..................... 3

Using Delegate Function to Upload a Receipt ......... 4

Capture Multipage Receipts ................................. 6

Create a Mobile Expense From a Receipt ............... 7

Attach a Missing Receipt Declaration to an Expense 7

Camera Options ................................................. 8

Camera Aide ..................................................... 8

Integrated Gallery .............................................. 9

Receipt Digitalization ...................................... 10

Capture the Image While Creating an Expense .... 11

Capture the Image Using ExpenseIt ................... 13

Please Note:

• The SAP Concur app for iOS and Android supports universal links, i.e. links that navigate

directly to the app if it is installed or to the website if not.

• Such links are included in notification emails from SAP Concur related to the

expense report changes.

• Universal link support for customers own use is currently not supported.

• Some security solutions may block the links embedded into email from opening the app

directly. The proper exceptions for the security policy should be configured for SAP

Concur universal link URLs (pattern to match: https://*.concursolutions.com/*). Known

cases are:

• MDM/MAM policy that prescribes to open any link tapped in Outlook mobile

app only in specified browser.

• Outlook mail server phishing protection that wraps all link embedded into e-

mails to open the safety check service first.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 2 of 14

Work With Receipts

Attach Receipts

Attach a receipt to a report or to an individual expense, whichever the situation requires

Screen(s) Description/Action

To attach a receipt to a report or an

individual expense, you can either:

• On Expense screen, tap

Add Receipt. The Select

receipt from menu appers.

- or –

• On the Report screen, tap

the Receipts tab and then

tap (lower-right corner).

A menu appears.

1) To attach a receipt on the Select

receipt from menu, tap:

• Take Photo to use your

device camera

• Upload Photo to select an

image in your device gallery

• Upload File to select a file

from your device.

• Choose Available Receipt

to select an image in your

Concur Receipt Store

(Available Receipts

Library in the web version

of SAP Concur)

2) To attach a receipt on the menu,

tap:

• Take Photo to use your

device camera

• Upload Photo to select an

image in your device gallery

• Upload File to select a file

from your device.

Choose Available Receipt to select

an image in your Concur Receipt Store

(Available Receipts Library in the

web version of SAP Concur)To capture

receipts with your mobile device:

1) On the Expense screen, click .

2) On the menu, click Add Receipt.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 3 of 14

Upload File From Shared Repository

You can upload a file, such as a PDF using the Upload File button. The receipt is shared from the source

app to the Recent file repository shared by all the phone’s apps.

Screen(s) Description/Action

To Upload File:

1) Go To Expense List and tap the

Add button

• Menu appears with Upload File

button.

• Tapping on the Upload File

button, opens a recent

repository.

• From here the required file can

be uploaded.

2) PDF's follow the below:

• Cannot exceed 10 MB for most

users

• Cannot exceed 45 MB for GRDC

and eBunsho users

3) GRDC users

• Will always see a message

indicating that the receipt cannot

be certified

• Can only upload the PDF file to a

Single Expense List view

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 4 of 14

Using Delegate Function to Upload a Receipt

Screen(s) Description/Action

To use the Delegate Function to

upload a Receipt:

1) Ensure you are acting on behalf

of another user. To enable this, tap

the Menu and then Act as Another

User. You will see a green banner

once you have selected who you

want to act on behalf of and be re-

directed to the Expense List.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 5 of 14

Screen(s) Description/Action

2) To add a Receipt, tap the Add

button at the top of the screen. A

pop up with ExpenseIt will appear.

Tap ExpenseIt and then you will be

brought to your receipts. Once the

correct receipt is identified, tap

Done at the bottom of the page.

You will be directed back to the

Expense List where you will see

your selected receipt.

NOTE: Delegates can view and

move eReceipts but cannot edit

them.

Note: The Delegate Function is currently only available for GRDC users who are ExpenseIt

enabled.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 6 of 14

Capture Multipage Receipts

You can use the multipage receipts feature to capture multipage receipts. For example, you can use this

feature to capture standalone receipts to create quick expenses or to capture receipts for ExpenseIt (if

your company uses ExpenseIt) to process within the SAP Concur mobile app.

Screen(s) Description/Action

To capture multipage receipts:

1) On the home screen, tap

ExpenseIt.

2) On the camera screen, tap .

3) On the next camera screen, tap

4) On the next camera screen, tap

either:

• Add Page

– or –

• Use

– or –

• (Exit)

– or –

• (Delete)

NOTE: SAP Concur does not certify

uploaded receipts that have not been

captured in in the SAP Concur mobile

app.

NOTE: Users - requiring an e-

Bunsho timestamp on their receipts

- have the capability to have the

timestamp applied to multipage

receipt images they have captured in

the mobile app.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 7 of 14

Create a Mobile Expense From a Receipt

Screen(s) Description/Action

To create a mobile expense from a

receipt:

1) On the Expenses screen, swipe

the desired receipt to the left.

2) Tap Expense.

3) On the Expense screen, fill in the

fields (if any) and make the desired

selections.

4) Tap Save (upper-right corner).

Attach a Missing Receipt Declaration to an Expense

Screen(s) Description/Action

To attach a missing receipt

declaration to an expense:

1) On the Report screen, tap

Expenses

2) On the Expenses tab, tap to

create a new expense.

3) Fill in the fields and make the

desired selections.

4) Tap Save.

5) Tap the desired expense.

6) On the expense screen, tap Add

Receipt.

7) On the Select receipt from

menu, select Missing Receipt

Declaration.

8) On the Terms & Conditions

screen, tap Accept (lower-right

corner).

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 8 of 14

Screen(s) Description/Action

The Missing Receipt Declaration

appears on the receipt viewer

screen.

Camera Options

Camera Aide

If your company has the camera aide feature enabled, you can see hints at the bottom of the camera

screen detailing how to capture better images. If the receipt is well positioned, this tool will also crop out

the areas without text.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 9 of 14

Screen(s) Description/Action

To see hints on how to capture

better images:

1) On the home screen, tap

Receipt.

2) Take a picture of the desired

image.

The hint appears at the bottom of

the camera screen.

Note: If your company has

enabled the camera aide feature,

you can see the camera aide icon

on the upper-left corner of the

camera screen.

Integrated Gallery

With the built-in gallery option you can select images captured from your mobile device without leaving

the SAP Concur mobile app.

Screen(s) Description/Action

To view your images in the built-in

gallery:

1) On the home screen, tap

Receipt.

2) Tap (lower-right corner)

on the camera screen.

The Gallery screen appears.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 10 of 14

Receipt Digitalization

Initially, to capture applicable receipt images, clients must use the SAP Concur mobile app. Users obtain

images using the camera in the mobile app. Users can also use ExpenseIt, though ExpenseIt is not

required.

Once the image is taken, the digitalization process is applied to the image and the certification icon

appears. Then, the user can move the certified receipt image to an expense report.

To comply with regulations related to the use of digital copies of original paper receipts, SAP Concur has

provided users with the Receipt Digitalization feature. The feature allows Concur Expense users to

convert a paper receipt into a legal digital copy according to their country's regulatory or government

authorities.

Important:

• This feature is currently available for Professional and Standard editions for France and Spain.

• Whether a customer is using the existing UI or NextGen Expense, the certified icon appears in

the mobile app. However, the certified icon appears only in the web version of NextGen

Expense; it does not appear in the existing UI. In order to take full advantage of this feature,

customers must use NextGen Expense.

• For Professional edition, this feature is available automatically. For Standard edition, the

customer can contact SAP Concur support for assistance.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 11 of 14

Capture the Image While Creating an Expense

You can capture an image while creating or editing a mobile expense.

Screen(s) Description/Action

To add an image while creating a

mobile expense:

1) On the home screen, tap

Expense.

2) On the Expenses screen, toggle

to Expenses and tap the icon.

3) Tap Add Receipt.

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 12 of 14

Screen(s) Description/Action

3) On the menu that appears, tap

Camera.

4) Take a picture of the receipt.

5) On the next camera screen, tap

Done. The image then appears on

the Expense screen with the

"certified" icon.

6) Complete the remaining fields

on the mobile expense as usual.

7) Tap Save (upper-right corner).

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 13 of 14

Screen(s) Description/Action

The expense then appears on the

Expenses screen, with the

"certified" icon.

8) When ready, open the expense

and tap Move to Claim to move

the expense from the Expenses

list to a report.

Capture the Image Using ExpenseIt

You can obtain a certified receipt image using ExpenseIt.

Screen(s) Description/Action

To add an image while using

ExpenseIt:

1) On the home screen, tap

ExpenseIt.

2) Tap Next.

ExpenseIt reads the image and

provides the amount on the screen.

3) Tap Done (lower-right corner).

Mobile App User Guide Receipts

Last Revised: March 27, 2024 Page 14 of 14

Screen(s) Description/Action

ExpenseIt continues to analyze the

image and creates the expense

entry.

When done, the expense appears

with the "certified" icon.

4) Open the expense and edit the

expense as necessary.

5) When ready, tap Move to Claim

to move the expense from the

Expenses list to a report.

NOTE: Users - requiring an e-

Bunsho timestamp on their receipts

- have the capability to have the

timestamp applied their receipt

images they have captured with

ExpenseIt in the mobile app.

☼