eReceipts is a custom mobile-friendly interface created to capture images of business and travel-related receipts and assign them to a transaction preparer or verifier for electronic upload to transactions recorded in the Expense Requests and PCard systems.
The eReceipts app helps users manage business and travel expense receipts more efficiently online. eReceipts is an alternative to existing methods of attaching paper receipts to Oracle transactions.
As a reminder, this application does not replace paper receipt retention requirements that may be in place for your department.
eReceipts Process Overview:
Upload Receipts to eReceipts App
Stanford travelers and PCard cardholders can use eReceipts to take a picture of a receipt or choose receipt image(s) from their photo directory with their mobile device or browse files from their mobile device upload it, tag it with payment method and expense type, add comments if needed, and send it to themselves or to a designated transaction preparer or verifier.
Share Receipts with Transaction Preparer
Uploaded eReceipts can be electronically shared with transaction preparers and verifiers. Transaction preparers and verifiers can then attach Stanford business and travel-related receipts to transactions existing in the Expense Requests and PCard systems. eReceipt users can view all receipts that they have previously uploaded or shared with others within the app, along with processed and deleted receipts.
Notify Transaction Preparer and Verifier
Transaction preparers and verifiers will receive a system generated email notification when receipts have been shared with them via eReceipts.
Attach Receipts to Oracle Transaction
Transaction preparers and verifiers can navigate to the eReceipts application from the Resources section of the Expense Requests or the PCard system home page. Preparers and verifiers are most likely to utilize the Desktop view of eReceipts when processing expense reports or verifying PCard transactions. Preparers and verifiers then attach uploaded eReceipts to the respective transaction in Oracle prior to submitting for financial approval.
For Receipt Uploaders
eReceipts is available as an application from Stanford Mobile. To make eReceipts visible, be sure to update the Stanford Mobile app on your device to the latest version (10.6.6).
For more information, visit the University IT Stanford Mobile webpage. For help with the Stanford Mobile app, submit a support request to the Stanford Mobile team.
- After downloading, open Stanford Mobile from your mobile device
- Scroll down to the “For Faculty and Staff” or “For Students” section
- Swipe as needed to view the eReceipts tile
- Click eReceipts tile to access eReceipts on your mobile device.
For Transaction Preparers and Verifiers
Transaction preparers can view eReceipts that have been assigned to them from Stanford Mobile or a desktop version of eReceipts available within Oracle Financials.
Preparers upload eReceipts directly from within the Expense Requests or PCard systems. Learn How to Attach eReceipts to Expense Request/PCard Transactions.
For Receipt Uploaders:
For Transaction Preparers: