Concur Training Toolkit

Concur Imaging Training Materials

Concur’s Imaging enables users to associate receipts with an Expense report. Users fax Expense receipts to a Concur-supplied phone number. The received pages are saved and interpreted by our Imaging Service.

The critical information that the Concur Imaging uses to associate faxed receipts with an Expense report is contained in the bar codes on the Fax Receipt Cover Page. A Fax Receipt Cover Page must be included each time a user faxes receipts to Concur.

How To Fax Your Receipts.CES.ppt - This PowerPoint Presentation provides a detailed step-by-step of how to fax receipts.

Image Upload - A demonstration that shows how to use the Image Upload tool to upload files and images into Concur Expense.

How To Fax Poster.pdf  - This one-page poster is a graphical overview of How To Fax Receipts. It is suitable for printing and posting throughout your company.

Fax Troubleshooter Poster.pdf - This one-page poster is a graphical overview of Fax Troubleshooting. It can aid users in determining why faxed receipts are not viewable in the Expense application. It is also suitable for printing and posting in your company.

Image Recognition Problems & Resolutions.doc - This document describes the reasons we are unable to recognize certain receipt images and actions the user can take to avoid these in future.

 

Visit our corporate website at: www.concur.com

Learn about upcoming events

Access Concur Client Central (available to admins only)