The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense receipts required for Expense Requests System (ERS) transactions or Purchasing Card (PCard) verifications more efficiently. The app is accessible through the Stanford Mobile app.
After its release in February 2022, FMS worked with campus users to learn about their experience using eReceipts. Based on this feedback, the eReceipts team has planned two live events about how to use eReceipts, made changes to the app to make it easier to use, and updated existing resources.
Whether you submit receipts for reimbursement or review and process them, FMS encourages you to learn more about eReceipts and talk to your colleagues about making it part of your workflow.
As a reminder, this application does not replace paper receipt retention requirements that may be in place for your department.
Attend eReceipts events in August and September
FMS is hosting two live Zoom events in August and September to help Stanford travelers, PCard users, preparers and verifiers learn more about eReceipts:
- On August 3, the eReceipts team will review eReceipts during a Procurement Services office hour.
- On September 7, the eReceipts team will have a live eReceipts demonstration and Q&A session.
To learn more and register for either event, visit the Procurement Services Events webpage. Both events will be recorded and posted to Fingate as a resource.
Review user-friendly changes to the eReceipts app
FMS and UIT have also made several changes to the eReceipts app in response to user feedback, including:
- Reducing the number of Expense Type Options displayed for TCard transactions and personal expenses
- Providing a drop-down menu to view Expense Types more easily on a mobile device
- Adding a help link to the top of the mobile device screen used to add receipts
Learn more about eReceipts
You can learn more about eReceipts on the new eReceipts System page, which includes an overview of the eReceipts process and how it integrates with the Expense Requests and PCard systems. The system page also includes links to these step-by-step instructions:
- For receipt uploaders:
- For transaction preparers:
How to get help
For help with eReceipts, submit a support request to the eReceipts team. For help with the Stanford Mobile app, submit a support request to the Stanford Mobile team.