How to capture receipts with your mobile phone

The tax season race has begun and people are sprinting to submit expenses. To help you reach the finish line without missing a step, we’ve put together three helpful tips for faster and easier expense submissions and reimbursements. 

 

Step 1 — Ready: Mobilize

Mobile phones enable us to work everywhere and at any time. It is no surprise then that those using smart phone apps to manage travel and expense see a 28 percent shorter approval cycle.

 

Begin by downloading the Concur mobile app, available for iPhoneAndroidWindows and BlackBerryConcur® for Mobile complements our web-based solution, allowing the management of anything expense and or travel related, from anywhere. The mobile app speeds up and streamlines expense tracking, submissions and approvals.

                                                                                              

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 authorized, find the “Mobile Registration” section of your Profile Settings in Concur, locate your PIN, and you’re ready to go!

 

Step 2 — Set: Empty Your Receipt Drawer

Find those receipts and upload them to your expense report using the Concur mobile app or your phone’s camera.

 

Using the Concur Mobile App

Log in to the Concur mobile app and select “Receipt.” The app will present your phone’s camera to take a photo or click on “+ Expense.” When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options.

 

Using Your Phone’s Camera

Take a picture of the receipts and store them in your phone’s photo album. Then, Android users can “Share” the image with the Concur app on an Android device. All users can email receipts (using their Concur login email) from their gallery to receipts@concur.com to have them stored in their Receipt Store for later use.

 

Your mobile phone’s camera works offline, which is helpful whether you’re on a plane without wi-fi or without reception, so once you’ve regained connectivity, the Concur Receipt Store will gather your receipts.

 

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.

phoneCollage  

 

Step 3 — Go: You are off and running, or submitting!

Capture receipts and upload them to your expense report.

 

Using the Concur Mobile App

Attach the receipt to the expense report by creating a new expense on your mobile app, using the steps above. You may open an existing expense report and make mobile edits. All of your open expense reports are accessible from your mobile app.

 

After entering receipts, submit your expense report. You’re that much closer to reimbursement.

 

Using the Receipt Store

Email receipt photos or PDF attachments to receipts@concur.com from your registered email address. The next time you start an expense report, your receipts are in the mobile app (or the desktop version), ready to be matched to the appropriate expense.

 

Ready to ditch the paper and try the mobile app? Download it at: iPhoneAndroid and Windows.

 

Interested in making expense reports painless to help your employees focus on what matters? Take a test drive of Concur here. 

Concur test drive  

 

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