Overview

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This article demonstrates how to manage receipts with the Concur Mobile App.

Essential Information

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• When first logging in to the app, use our UCSD Specific SSO Code (VL9G8W) to be able to login via Single Sign-On (SSO).  
• While traveling or making a business purchase, the Concur Mobile app allows you to:
  • Create receipts instantly from your mobile device that you may attach to purchases on your University Card, e.g. Procurement Card or Travel & Entertainment Card transactions.
  • Digitize receipts into Expense entries with ExpenseIt saving time and effort when using the receipt image for a reimbursement --as you can easily create the Expense and place it immediately onto an Expense Report.
• You can now also act as a delegate within the SAP Concur for Mobile App and upload receipts for the traveler you are acting as a delegate for. 
• Concur approvers now have access to approve Request and Expense Reports while on-the-go from the mobile app.
• The Concur App Center provides download instruction and information on how to link your UCSD account to the mobile app and other Travel & Expense applications.

Next Steps

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Using the SAP Concur Mobile App

Video: How to Download and Login to the SAP Concur for Mobile App 

Video: How to use the SAP Concur for Mobile App (Travelers & Delegates)

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Setting up your Mobile App:

1. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. 

(SAP Concur for Mobile App Logo)

2. Login for the first time using our UCSD Specific SSO Code: VL9G8W 

3. Then select to login via Mobile SSO and Select University of California, San Diego as your identity provider.

4. Complete Single Sign-On as directed for UCSD business application.

Once you have downloaded and setup the app, there are two options within the mobile app for what happens with your images when you select the camera icon in the lower right corner:

• Capture Receipts for charges that you may attach to an Expense Report at another time.
• Create Expenses with receipt images instantly by utilizing the ExpenseIt receipt scanning feature (default setting).

To toggle between ExpenseIt and Receipt features, go to Settings by selecting your profile in upper left corner.

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Capturing Receipts with the App

Using the mobile app is one convenient way of sending receipts to Concur, you can continue uploading receipts from the computer or even email receipts directly to receipts@expenseit.com or receipts@concur.com 

1. Select the Receipt camera icon at the bottom right of the screen.
2. Take a picture of your receipt to instantly create a digitized receipt within Concur, the receipt image in your receipt bank can be attached to an Expense by you or your Delegate at any time.

 

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Creating Expenses from Receipt Images with ExpenseIt

1. Select the ExpenseIt camera icon at the bottom right of the screen.
2. Take a picture of your receipt, the receipt scanning feature will automatically generate an Expense entry.
3. Confirm the accuracy of the suggested information or select the applicable field(s) to edit the Expense Details.
4. Once ready to add it to an Expense Report, select Move to Report.

     

NOTE: If the method of payment was a UCSD Card Product, once you upload the receipt through the app the card transaction and the receipt expense should merge automatically.