Preparers of Expense Requests and PCard system transactions can electronically upload receipt images that have been shared with them via the Stanford eReceipts mobile app.
The application for eReceipts is available through the Stanford Mobile app, and in the Oracle system under SU Inquiry Tools & Forms, SU PCard, and SU Expense Requests.
Attach eReceipts to Expense Request/PCard Transactions
Before You Start
- Learn about eReceipts mobile app, process and procedures on Fingate.
- Learn more in the How To: Capture and Assign Receipts using eReceipts
- Receipts shared with preparers via eReceipts can be managed in Oracle using View and Manage eReceipts from the eReceipts link in the Resources section of the Expense Requests Home Page or PCard Home Page.
- This application does not replace paper receipt retention requirements that may be in place for your department.
- Go to Oracle Financials
- Select Login
- Enter SUNet ID and password, if prompted
- Select SU Expense Requests
OR - Select SU PCard
- Enter transaction details as you normally would. Learn more in the How To Create Expense Report for SU Payees (steps 3-10) or How To Verify PCard Transactions (steps 3-9).
- At the final step, select Upload/View Attachments in PCard or Attach/View Receipts in Expense Report.
- Select Add eReceipts to view all eReceipts shared with you for that category (PCard or TCard/Personal Funds)
- Select the correct receipt(s) associated with the transaction
- Select the Add Receipt button at the top of the eReceipts section
- After adding eReceipt(s) in ERS Transactions, select Reassign to assign each eReceipt to the correct transaction line as needed
- Select Close (at the bottom of the page) to exit the Attachments page
Attachments for Expense Requests and PCard transactions must be a legible copy of the entire receipt that clearly shows:
- All text
- Receipt date
- Location (when available)
- Vendor/business name
- Entire receipt (additional screenshots may be needed to fully capture a lengthy receipt)
- Review the transaction for completeness
- Submit with attachments for financial approval
What Happens Next?
Learn more in the:
- Learn About System: eReceipts
- How To: Capture and Assign Receipts Using eReceipts
- How To: View and Manage eReceipts that have been shared with you.