Attach a Receipt Using Capture Receipt with ICR Enabled

Use Capture Receipt to capture or select an image of a receipt and create an expense entry. You can use the expense entry to create a new expense report or to attach it to an existing expense report.

To attach a receipt using Capture Receipt:

1. Tap , and tap Capture Receipt.
   Note: Costpoint Mobile T&E prompts you to allow access to your camera and photo gallery. Tap Allow to use the ICR feature.

   If you are using an iOS device, you must tap Allow Access to All Photos to use the ICR feature. Otherwise, you will receive the Gallery access required notification when the application tries to access the photo gallery.

2. Perform one of the following:
   • Focus your device’s camera on the receipt, and tap the device’s default camera button.
   • Tap to select an existing image from the camera gallery.
3. Perform any of the following on the captured or selected image:
   • Tap to crop the image.
   • Tap to rotate the image.
   • Tap to delete the image.
     Note: You can either take another photo or cancel adding of images.
   • Tap to capture or select another image and stitch additional pages of a receipt.
     Note: The stitch functionality is not intended for different unique receipts.
   • Tap if you want to discard the previous image and capture a new one.
4. Tap Submit when you are ready to submit the image.
5. On the Add Expense screen, Costpoint Mobile T&E automatically scans and analyzes the captured or selected image, maps the captured data to the screen, and populates the matched fields. If ICR is disabled, enter or specify the values in the appropriate fields.
   Attention: For more information on the populated/mapped fields during Capture Receipt, see "My Outstanding Expenses" in the Deltek Time & Expense Help System under Expense > Expense Reports.
6. Tap Save Receipt to add the expense as an outstanding expense or tap Save to Expense Report to add the expense entry to an existing expense report or to create a new expense report using the expense entry.
   Note: If there is already a duplicate of the captured receipt in the database, Costpoint Mobile T&E notifies you and provides options on how to proceed, depending on whether or not the existing duplicate is a claimed expense. For more information, see Managing Duplicate Outstanding Expenses When Capturing Expenses.
7. To add the expense entry to an existing expense report, perform the following steps:
   1. Tap Save to Expense Report.
   2. On the Expense Report Options screen, tap Choose Existing Report.
   3. On the Expense Reports screen, tap an existing expense report to which you want to attach the expense entry.
   4. Tap Add.
   5. On the Expense Details screen, tap Expense Type, and tap the type of the expense you captured.
      Costpoint Mobile T&E populates the matched fields from the expense entry. Enter or modify the values in the fields.
   6. Tap Save.
      The expense entry is added to the expense report.

      The Attachments button displays at the bottom of the screen if the expense contained an attachment and the task to add an attachment at the expense level is set up for the Expense report type and the Expense type. If the tasks are not set up, this button is hidden and the attachment is only saved to the database attachments location. Contact your Costpoint Administrator if you have questions about this functionality.

      Attention: For more information, see "Set up a Task at the Expense Level Both for the Expense Report Type and Expense Type" in the Deltek Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.

      If there is a problem with the expense report you are saving, Costpoint Mobile T&E displays a corresponding error or warning indicator to help you easily identify the data fields that you need to address.

8. To create a new expense report using the expense entry:
   1. Tap Save to Expense Report.
   2. On the Expense Report Option screen, tap Create New Report.
      The New Expense Report screen displays.

      Perform any of the following:

      • Add a New Expense Report
      • Add a Claimed Expense to an Expense Report

      Attention: For more information, see "Capture Outstanding Expenses" in Guides and Videos.