Greetings – as I found out some best practices and ‘how to add expenses the best’ the hard way, I thought it would be nice to share it!
Use the Concur Smartphone App
As you probably already know, you can scan your receipts on the go with your smartphone and the Concur App. All receipts are analyzed automatically – so you do not have to type in the amount, expense type etc.
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Also you can let Concur add all new incoming expenses to an expense report automatically by using Expense Assistant.
Forward emails with receipt directly to Concur
What I use quite often: You receive an email with the receipt as attachement (for example Uber, Hotels, etc.) on your private or business email inbox – and you can just forward the email to email@example.com
To be able to do that, you have to register the desired email-addresses in Concur first.
Go to your Profile (top right), in the left navigation choose “Email Addresses”. Then click on “Add an email address”, add your business and maybe also your private email address (from these addresses you can forward your expenses / invoices). You will receive an email from Concur (after you have added the new email address) with an confirmation link – you have to click on the confirmation link prior forwarding expenses to firstname.lastname@example.org (the status has to be “Verified” as you can see in the second screenshot.)
Use the Concur Outlook App
You can also add the Concur App to Outlook (just click add or get): https://appsource.microsoft.com/de-de/product/office/WA104380490?tab=Overview
In Outlook you will soon see the App deployed.
Connect other Apps to Concur for automatic import
You can also connect multiple Apps to Concur, e. g. when driving with Uber or Mytaxi, the receipt will be automatically imported to Concur.