¶ How to Handle Receipts and E-Receipts in SAP Concur
Subject: SAP-Concur | Domain: SAP
Accurate management of receipts is a fundamental part of corporate travel and expense processes. SAP Concur simplifies this with comprehensive features for handling both physical receipts and electronic receipts (e-receipts). Proper receipt management ensures compliance, accelerates expense reporting, and improves audit readiness. This article explains how organizations can effectively manage receipts and e-receipts in SAP Concur to streamline expense workflows.
¶ Understanding Receipts and E-Receipts in SAP Concur
- Receipts: Paper or digital proof of purchase for business expenses such as meals, transportation, or lodging.
- E-Receipts: Electronic receipts automatically generated and sent directly by vendors or merchants to SAP Concur, reducing manual input.
- SAP Concur mobile app allows users to snap photos of physical receipts instantly.
- The app uses Optical Character Recognition (OCR) technology to extract key data like date, amount, merchant name, and currency.
- Extracted data automatically populates expense reports, reducing manual entry.
- Users can upload digital receipts or PDF invoices directly to their expense reports via the web or mobile app.
- This supports easy attachment of emailed receipts or scanned documents.
- Employees can forward emailed receipts directly to their SAP Concur account’s unique email address.
- SAP Concur processes these emails, extracting receipt data and attaching it to the appropriate expense report.
¶ Handling E-Receipts
- SAP Concur partners with numerous vendors (airlines, hotels, car rentals, etc.) who send e-receipts directly to the platform.
- This automatic import eliminates the need for employees to manually collect or upload receipts for many common expenses.
- E-receipts are automatically matched to corresponding travel bookings or credit card transactions in SAP Concur.
- This accelerates expense report completion and reduces errors.
¶ 3. Policy Compliance and Exception Management
- SAP Concur flags missing receipts or unmatched expenses for user or manager attention.
- Corporate policies can define when e-receipts suffice and when additional documentation is required.
¶ Managing Receipt Policies and Compliance
- Organizations can configure receipt requirements per expense type or employee role within SAP Concur.
- Automated reminders and notifications encourage timely submission of required receipts.
- Digital archiving within SAP Concur supports audit readiness and regulatory compliance.
- Encourage employees to use the mobile app for instant receipt capture.
- Leverage e-receipts as much as possible by partnering with vendors who support direct integration.
- Regularly review and update receipt policies to balance compliance and user convenience.
- Train employees on receipt submission processes to reduce delays and exceptions.
- Use SAP Concur reporting tools to monitor receipt compliance and identify areas for improvement.
Handling receipts and e-receipts efficiently is key to accurate, compliant, and streamlined expense management. SAP Concur’s advanced features—from OCR-based mobile capture to vendor-integrated e-receipts—offer organizations flexible, automated solutions to meet their unique needs. By adopting best practices and leveraging these tools, companies can reduce administrative burden, accelerate reimbursement cycles, and maintain strong audit trails for all business expenses.