Admit it, you always put your expense reporting off until the last minute. (Don't we all?) But avoiding your reporting means you're not getting reimbursed as quickly as you could be or you're risking credit-damaging late fees on your corporate card. Luckily, as an SAP Concur user, you can take advantage of a few tips, tricks, and tools that make doing your expenses quick and easy.
1. ExpenseIt in the SAP Concur App
Your favorite receipt app, ExpenseIt, is now in the SAP Concur app. This tool will help you expense as you go and avoid sorting through a daunting pile of receipts at the end of a business trip. As soon as you get a receipt, open up ExpenseIt in the SAP Concur app and take a picture. The image will be uploaded to Concur Expense and, if your card is connected, will be attached to the corresponding card charge for you. Uploading a hotel folio? ExpenseIt will even help with the dreaded itemizations.
2. Expense Assistant
Make sure Expense Assistant is turned on. This Concur Expense feature will automatically create an expense report and move incoming expenses into that report for you. With your expenses waiting in a report for you, you'll be able to complete reports quicker than ever.
You can turn this feature on in the "expense preferences" section of your profile settings.
3. Account Connections
Additionally, if your company has purchased access, you can enroll in My Travel Network and connect frequent traveler accounts. Once you do, receipts from the flights and hotels you booked with participating vendors will appear in Concur Expense.
All these connections can be made in the App Center on SAP Concur Solutions.
TripIt is a great tool to help you organize your business trips - but did you know it can help you expense them as well? Connect your SAP Concur account to TripIt. Then, when you forward your travel confirmation emails to firstname.lastname@example.org, your itineraries will flow into SAP Concur and be attached to the corresponding charge if found. This will help simplify expensing items that require an itinerary to be attached.
With these tips you'll be able expedite your expense reporting and get reimbursed in no time.