Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/CallExpenses/ConcurReceipts.htm ## Attaching Expense Receipts for Call Reporting with SAP Concur To ensure accurate and transparent expense reporting, users provide documentation of their expenses by attaching expense receipts to the call report. When the SAP Concur integration is enabled, attached receipts are automatically sent to SAP Concur along with the call expense information for submitted calls. This eliminates the need for manual entry in both systems, streamlining the expense reporting process and saving time for end users. **Who can use this feature?** * End Users – Browser, iPad * [Using Attaching Receipts for Call Reporting with SAP Concur](#Capturin) * [Recording Expenses for Other Attendees](#Recordin) * Users do not require an additional license ### Configuring Attaching Receipts for Call Reporting with SAP Concur for [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature: 1. Ensure the following configuration is complete: * [Configuring the SAP Concur Integration](../Configuration.htm) * [Submitting Call Expenses to SAP Concur](ConcurCallExpense.htm) * [Capturing Expenses on the Call Report](../../../Call_Reporting_2/Executing/Post/Expenses.htm) 2. Navigate to **Admin > Users & Groups > Permission Sets**. 3. Select the appropriate permission set. 4. Select the **Objects** tab. 5. Navigate to the **call2\_\_v** object. 6. Grant View permission to the **add\_expense\_receipt\_section\_\_v** object control. 7. Navigate to **Admin > Configuration > Objects > call2\_\_v > Layouts**. 8. Add the **add\_expense\_receipt\_section\_\_v** object control to the appropriate call2\_\_v layouts. 9. Update SAP Concur field mappings so that the mapping is based on the record currency, rather than the user currency. The correct mapping is CrnCode --> CurrencyIsoCode. This override must be implemented in SAP Concur at each mapping level, including: * Call to Expense Entry * Call Primary Attendee to Expense Entry Attendee * Call Attendees to Expense Entry Attendee * Call Other Attendees to Entry Expense Attendee * Medical Event to Expense Entry Attendee ### Using Attaching Receipts for Call Reporting with SAP Concur as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) Users can capture and attach new receipt images or attach an existing receipt image from the device’s photo library. If multiple receipts are added, all attachments are consolidated into one image that is posted to SAP Concur. Browser iPad On the Browser platform, users can view expense receipts for saved and submitted calls in View mode. However, they cannot add expense receipts. ![](../../../../Resources/Images/25R3 UVCs/25R3.0/ConcurReceipt.png) Browser users can take the following actions for existing expense receipts: * Preview - To preview a receipt, select the hyperlinked receipt name. The receipt opens in a new browser window * Edit Description - To edit a receipt's description, select the pencil icon * Delete - To delete a receipt, select the All Actions icon, then select Delete and confirm the deletion * Download - To download the most recent version of the receipt, select the download icon or Download All button After the call is submitted, users can preview and download existing receipts but they cannot edit or delete them. iPad users can capture and attach new receipt images or attach an existing receipt image from the device’s photo library. If multiple receipts are added, all attachments are consolidated into one image that is posted to SAP Concur. To attach receipts to a saved call in edit mode: 1. Select the **Add Expense Receipt** action from the call report layout or from the All Actions menu on the call report. ![](../../../../Resources/Images/Integration/Concur/ConcurReceipts/Receipt1-Cropped.PNG) From either action, users can capture a new image or select an existing image from their camera roll. ![](../../../../Resources/Images/Integration/Concur/ConcurReceipts/Receipt2.PNG) The photo quality of attached receipts is determined by the [Photo Quality Veeva Setting](../../../Getting_Started/MobileDeviceSetup/DocumentsAttachments/ManagingDocsOffline.htm#PhotoQuality). However, for this feature, when the PHOTO\_QUALITY Veeva Setting is set to 0, the Add Receipts button still displays and photos are captured with a photo quality of 1 (low quality). 2. Select the appropriate image. ![](../../../../Resources/Images/Integration/Concur/ConcurReceipts/Receipt3.PNG) 3. Select **Use Photo** to attach the image to the call report. Enter a description if desired. ![](../../../../Resources/Images/Integration/Concur/ConcurReceipts/Receipt4.PNG) 4. Select **Done**. Attached receipts display in the Expense Receipts section of the call report. Users can delete or modify receipts until the call is submitted. ![](../../../../Resources/Images/Integration/Concur/ConcurReceipts/Receipt5.PNG) The size of an individual image attached as an expense receipt should not exceed 2MB. The total size of the images attached as expense receipts should not exceed 5MB. A warning message displays preventing the attachment of additional images once this size is reached. Expense receipts are stored as JPG/JPEG images. When the image is added, the name of the image changes to \_Expense\_\_\_call2\_\_v format—for example, \_Expense\_2024-12-04T20:58:30.466Z call2\_\_v.jpg. ![](../../../../Resources/Images/Integration/Concur/ConcurReceipts/Receipt6.PNG) #### Submitting Calls with Expense Receipts When a user submits a call with an attached expense receipt, attachments are synced along with the call report as part of the autosync process. See [Sync Overview](../../../Getting_Started/MobileDeviceSetup/Sync/SyncOverview.htm) for more information. Once expense receipts are posted to SAP Concur along with the call expense, the Expense Receipts Status field indicates whether the receipts successfully posted or failed to post with Success or Fail, respectively. ### Recording Expenses for Other Attendees as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) Vault CRM supports the entry of non-profiled attendees, also known as Other Attendees, in order to accurately record which additional people (office staff, techs) incurred expenses during a call. Users are presented with a table-based entry control in the call report when the Other Attendees section is enabled. See [Capturing Information on Other Attendees for SAP Concur](ConcurCallExpense.htm#Capturin) for details. ### Related Topics [Configuring the SAP Concur Integration](../Configuration.htm) [Capturing Expenses on the Call Report](../../../Call_Reporting_2/Executing/Post/Expenses.htm) [Submitting Multiple Call Expenses to SAP Concur](ConcurMultiExpense.htm)