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CCER Receipt Imaging © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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Presentation on theme: "CCER Receipt Imaging © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC."— Presentation transcript:

1 CCER Receipt Imaging © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

2 Desktop Receipt Imaging option Upload receipt images to individual transactions (Add Receipt)

3 Desktop Receipt Imaging View/Detach uploaded receipt images (View Details)

4 Desktop Receipt Imaging Upload images to statement and attach to transactions later; option available for pending transactions not showing in the statement yet

5 Desktop Receipt Imaging Upload receipt images (to statement), View, Attach, or Delete

6 Desktop Receipt Imaging for Approvers Same receipt icons and functions as cardholders and reconcilers

7 Mobile Receipt Imaging Getting started…

8 Mobile Receipt Imaging Take a photo or select receipt images from your gallery

9 Mobile Receipt Imaging CCER Mobile will attempt to match receipt images to posted charges and expenses using OCR technology Note: Transaction-level imaging and OCR matching available on iOS devices only at this time.

10 Receipt Imaging – Fax or Email option Uses a Cover Sheet from CCER (statement-level only)
Cover Sheet considerations: If ing: Individual attachments must be in the following formats: PDF, JPG, GIF, TIF, BMP, or PNG If you a single attachment combining the Cover Sheet and receipts, it must be a PDF Receipts submitted using this method: Cannot be attached to individual transactions Remain statement-level Can be accessed in the Statement Receipt Actions dropdown, “View All Receipts (PDF)”


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