It's a new year and people all over the world are submitting expenses at a breakneck pace. To help you out during this busy season, let’s take a minute review a few tips for getting your expenses submitted and reimbursed much faster.
It turns out that organisations using smart phone apps to manage travel and expenses see a 28% shorter approval cycle, so we thought it would be useful to remind our readers of the three simple steps for capturing receipts on a mobile device.
For those of you trying to capture receipts for an expense report, here are three simple steps you can take to streamline your process:
Step 1: Smartphone to the Rescue
First off, download the Concur mobile app. Available for iPhone, Android, Windows and BlackBerry. Concur® for Mobile, the app complements our Web-based solution, allowing you to manage anything expense or travel related, wherever you are. Arm yourself with this app to make tracking, submitting and approving expenses much easier and simpler.
You do need to sign up for mobile access in the Web version of Concur. Contact your company’s Concur administrator to ensure that mobile access has been enabled for employees at your company. Once you’re authorised, find the “Mobile Registration section of your Profile Settings in Concur, locate your PIN, and you’re ready to go!
Step 2: Taking Pictures of Receipts
Now, get those mashed up receipts out of your pocket and into your expense report. You can either use the Concur mobile app or your phone’s camera.
Option 1: Concur Mobile App
Using the Concur mobile app, log in and tap on “Receipt.” The app will bring up your phone’s camera and you can snap a photo. You may also click on “+ Expense”. When the new expense is open, click the “Attach Receipt” button and select from Receipt Store, phone gallery, and capture picture options.
Option 2: Your Phone’s Camera
Simply take a picture of the receipts and store them in your phone’s photo album. From there, Android users can “Share” the image with the Concur app on an Android device. All users can also email receipts (using their Concur login email) from their gallery straight to email@example.com to have them captured in their Receipt Store for later use.
It even works offline. So if you’re on a plane, you can capture receipts during the flight, and once you have an Internet connection again, the Receipt Store will gather them up.
Step 3: Start Submitting!
Just as you have a choice in how capture receipts, you also get to choose how to attach receipts to your expense report.
With the Concur mobile app
The mobile app can do a lot – from booking travel to creating and approving expense reports. When it comes to receipts, simply attach the receipt to the expense report by creating a new expense on your mobile app and attach it using the steps above. You can also open up an existing expense report and make edits from your phone. All of your open expense reports will be accessible from your mobile app.
After entering receipts, submit your expense report. Just like that, it’s off to the approval process, off to your approver’s mobile device, and you’re that much closer to getting reimbursed.
With the Receipt Store
Email photos or PDF attachments of your receipts to firstname.lastname@example.org from your registered email address. The next time you set out to do an expense report, your receipts are waiting in the mobile app or the desktop version, ready to be matched up with the appropriate expense.