Actual travel receipt handling

[Former Member]

Hello All,

I would like to get some feedback from the users on this forum as to how your organization is handling actual travel receipts. Weu2019re creating our specifications for our travel mgmt. project, and ideally we would want the traveler to scan the receipts and then attach them to the travel expense report via the portal. Weu2019ve had a lot of discussion around the scanning specifications, so Iu2019m now wondering how other users are working this. Any feedback would be greatly appreciated, and if you donu2019t mind please let me know what type of organization you are in.

Thank you.

Don

[Srikanth02 · Accepted solution]

Hi Don,

Mostly while attaching the scanned receipts, it gets stored in DMS. But you need to create the DMS for the scanned copies of travel expenses to get stored.

Then it automatically goes to Manager and FI person for processing the payments.

Hope this helps.

Regards,

S.Srikanth

[Former Member]

Hi, I work for an IT company and we used to manage travel receipts manually just the way you are doing. Since it was very time-consuming, we decided to opt for e-receipts that would help us save time. After some research we decided to go with Concur's [electronic receipts|http://www.concur.com/en-us/features/business-travel-expense/e-receipt] which feed data directly into expense reports, eliminating a lot of manual effort.

[Former Member]

We are a global telecommunications company. We have slightly different requirements for expense receipt handling in US vs outside the US.

For the US, we require scanned receipts for any expense over a certain amount as specified by Accounts Payable personnel. When the ee creates the expense report via web, he/she attaches the scanned receipts document as .pdf file using standard SAP attachment functionality on the 'General Data' screen or on the 'Overivew' screen. We require that the original receipt for any expense incurred outside of the US be attached to a printed copy of the expense report summary which is forwarded to Accounts Payable personnel.

For non-US ees, we require submission of original receipts for all expenses attached to a printed copy of the expense report summary. The ee may scan receipts and attach them to the expense report; but all original receipts must be sent to appropriate Accounts Payable personnel in locations outside of the US.

Both domestically and internationally, managers are responsible for initial audit of receipts against expenses on the ee's expense report summary. Workflow facilitates approval/rejection of expense reports. Final audit, approval, and processing for payment is the responsibility of Accounts Payable personnel.

Hope this helps with your survey...

Linda Hartmann