There’s a lot of excitement and buzz around our annual Fusion event and many of us are in the same boat as the many attendees who are getting ready to go: one of the most important items on our event to-do list is networking and meeting with people face-to-face. To connect with our customers and partners is one of our favorite things and something we look forward to every year. But the other thing that Fusion attendees have on our plates – no matter if we’re Concur employees or Concur clients – is putting together that expense report that goes along with it. We don't look forward to that and we know you don't enjoy it either.
For me, the biggest challenge when it comes to conferences and business trips is keeping track of all the receipts. So here are a few of my tips and tricks:
Snap those receipts
I’m a big fan of taking photos of receipts as I go. This way I don’t lose them in my pocket, my wallet, or in between point A and point B. So once I have my receipt from breakfast, or from my transportation to the airport, I snap its photo with my smartphone while I’m waiting to board the plane. It’s true: I’m one of “those people.” Others I’ve traveled with like to keep their receipts collected in an envelop, and snap them conveyer-style when they get a chance. Maybe once they get to their hotel room or even after they get back to the office. I think of this as the scrapbook method.
This past blog post should help you if you need a step-by-step guide on how to download and use the Concur mobile app to capture receipts.
Get thee to the Receipt Store
It’s no secret how much I love the Receipt Store. I should get a t-shirt made. Whenever I get an electronic receipt, like a monthly bill for website fees, I simply forward the email to firstname.lastname@example.org from my verified email address. And when I’m ready to sit down to do my expense report, there all are my receipts, waiting for me to attach them to a transaction. But the receipt can be a photos of my conference meals, too. Pretty much anything that already is or can be made digital (emails, photos, you get the, ahem, picture) can get forwarded to the Receipt Store. You can understand my enthusiasm.
Here’s a blog post all about how to set up the Receipt Store to help you set up before you go.
Ask for e-receipts
Frankly, e-receipts are dreamy. Many hotels are set up for e-receipts, which means that all those details around room taxes and other charges that need to get itemized goes smoothly into your expense report for you.
Most of the time, all it takes is to check and see if the hotel or rental car company is a Concur e-receipt partner. (Here’s the list.) And if they are, just remember to ask them to email you your e-receipt. And voila!
Who knew I had such warm and wonderful things to say about receipts? Well, when it comes down to it, the Concur mobile app, the Receipt Store, and e-receipts really make it that way. See for yourself. They’ll change how you view doing expense reports, too.
We hope to see you at Fusion 2016 in Las Vegas at The Venetian, March 8 - 11.
Photo credit: Marco Zanferrari on Flickr