Upload a Receipt Image to an Expense or Expense Report

Your company may allow you to upload receipt images. If so, you can upload images at the report level or the expense level. Your company may define which method you should use.

You can upload if the report is not yet submitted or if the report has been returned to you by your approver. If you do not attach the required images before submitting the report, you will see a reminder when you submit.

Depending on your company's configuration, you can:

  • Upload an image into Expense and:
    • Attach it at the report level, if applicable
    • Attach it at the expense level, if applicable
    • Save it directly to the Available Receipts library, where later you can attach it at the expense level.
  • Email an electronic image to Concur; it is automatically saved to the Available Receipts library, where later you can attach it at the expense level

File types and limitations

  • The available file formats are: PNG, JPG, JPEG, PDF, TIF, OR TIFF.
  • When scanning, the images should be scanned at 300 dpi or lower to reduce file size. For best results, scan or take a photo as a black and white picture with no more than 1024 x 768 image resolution.
  • There is a size limit for each image file; the "upload" window displays that limit.
  • No more than 10 files can be uploaded in a single session. To upload more than 10, simply upload the first 10 and then upload another 10, until done.
IMPORTANT - There are several types of PDF files. The PDF files listed here cannot be successfully uploaded as images:
  • Password protected: These files cannot be decrypted so they cannot be stored by Concur.
  • Portfolio PDFs: These "collection" PDFs can contain files with various file types. Concur Imaging keeps any included file with an acceptable imaging file type (PNG, JPG, JPEG, PDF, TIF, OR TIFF) and discards the remaining files.
  • AcroForm PDFs: These PDFs may upload but the text in these Acrobat fill-in-the-blanks forms will likely not be visible. In fact, this issue occurs only if multiple AcroForms are uploaded; single AcroForms likely upload properly. Best practice is to avoid uploading AcroForms since the results are not reliable.
  • XFA PDFs: These XML-based PDFs collect information associated with electronic forms. Since they are interactive, they cannot be successfully uploaded.

Upload to a report

To upload and attach images to a report:

  1. With the report open, click Manage Receipts > Manage Attachments. The Attach to Report window appears.
  2. Click Upload Report Level Attachment.
  3. Navigate to the image file, then click Open. The image appears.
  4. Click Append.

Upload to an expense

You can upload with the expense open or closed.

To upload an image with the expense open:

  1. With the expense open, click Attach Receipt Image. The Attach Receipt window appears.
  2. Navigate to the image file, then click Attach.
  3. Click Close.
To upload an image with the expense closed:
  1. With the report open, click the + in the Receipt column for the desired expense. The Attach Receipt window appears.
  2. Navigate to the image file, then click Attach.
  3. Click Close.