Attach receipt options:

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1 Attaching Receipts and Receipt Store There are a few ways to attach receipts to an expense report. You will only need to choose one of the following options when attaching receipts. You can add receipts by fax, by scanning and uploading the receipt images, or by to the Receipt Store image repository directly from your mobile or account. Once the images are received by the service, they are displayed in PDF file format (using Adobe Reader) within Expense. Attach receipt options: Adding Receipts to an Expense Report by Fax 1. The user clicks Print > Fax Receipt Cover Page 2. Click Print on the fax page to print a copy of the cover page 3. Once the fax cover page has been printed, read and follow the faxing instructions on the fax cover page 4. Arrange the receipts in a clear plastic sleeve or tape them to a separate sheet of 8.5"x11" paper for faxing 5. Places the fax receipt cover page followed by the receipts into a fax machine and transmit them using the fax number that appears on the fax cover page Adding Receipts to an Expense Report by Uploading the Receipts Scan the receipts and save them in a supported file format to a local or network folder To attach receipts from the Receipt Menu (report level) 1. On the Expense Report page, select Receipts > Attach Receipt Images. Page 1

2 2. The Receipt Upload and Attach window appears. 3. Click Browse and navigate to the folder containing the scanned images. Page 2

3 4. Select a file and click Open. The file is added to a list under Files Selected for uploading. You will repeat the process until all files (up to 10) are listed under Files Selected for Uploading. To attach receipts to line item (expense) entries With the expense entry open in Detail view, click Attach Receipt 1. Click Browse in the Receipt Upload and Attach window and navigates to the folder containing the scanned images. 2. Select a file and click Open. The file is added to a list under File Selected for uploading. 3. Click Upload to attach the file. NOTE: If you load all the receipts from the Receipts tab, there is no need to attach the receipts at the line level and vice versa. You only need to add your receipt one time using either method. Page 3

4 Receipts Receipt Store ing a receipt image is supported when using the Receipt Store feature. Receipt Store is a storage space provided by Concur for the purpose of storing and attaching receipt images to line item expense entries. Once the image is available in Receipt Store, you can draw on these images when creating the expense report. The general steps are: Add your address(s) to your profile. (if you do not see the Verify link, open travelnd in another browser ex: Firefox, Chrome) Enter your address and click ok (entering all 3 ND addresses is recommended) Once you have saved an address, click the "Verify" link. Check your for a verification message from Concur. Copy the code from the message into the "Enter Code" box next to the address below. Click "OK" to submit the code and complete verification. Access your receipts in the Receipt Store by clicking on the Receipt Store option from the Expense tab Receipt images created by phone or scanner can be submitted to Receipt Store Receipt Store will also accept images at [email protected] from the verified address only Optional: An Upload button in Receipt Store allows the user to upload a local file from their PC or server for line item expense entry attachment (only) Page 4

5 To attach a receipt to an open expense entry: 1. Create the expense entry for the expense report. With the entry open in Detail view, click Available Receipts link. 2. The Receipt Gallery opens Attach the receipt image to an expense entry by drag and drop to move and attach the image directly to the entry OR by opening the image using the View Image ( ) icon, then clicking the Attach icon ( ) 3. Review the expense entry row to ensure the Receipt Received icon appears, indicating that the receipt image is attached. Page 5