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Chrome River Receipt Gallery
How to Maximize the Receipt Gallery
Chrome River Travel and Expense is a comprehensive, automated travel and expense
system. This system automates the approval process for travel pre-approvals
(authorizations), travel expense and direct pay payments.
Information in this document:
How to upload receipts to the receipt gallery
How to attach receipts from the receipt gallery
How to create expense line items from the receipt gallery
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Adding Receipts
Receipts can be uploaded to the Receipt Gallery at any time.
Ways to upload receipts:
Upload from a users computer
Email receipt to the Receipt Gallery
Email receipt to an Expense Report
Use CR SNAP
Attachments require PNG, JPEG, and PDF formats.
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Adding Receipts
Receipts may be uploaded into the user/travelers Receipt Gallery from
saved documents on a computer.
Click on the Menu bar on the top left of the Chrome River dashboard.
Select eReceipts from the drop down list.
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Adding Receipts
Select Upload from top right. From your saved files double click on the
document you would like to upload. You may also select a file then click
Open to upload.
A user can upload receipts while creating an expense report by clicking
Receipt Gallery under Add Expenses and upload.
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Adding Receipts
Email receipt directly to your Receipt Gallery from your UNCW email
account.
Send receipt to [email protected]
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Adding Receipts
A user may also email receipts to their Receipt Gallery from a personal
email address when added to their Chrome River Profile.
To add a personal address, click on your name then Settings from the drop
down box.
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Adding Receipts
Select +Add Alternative Emails and add your personal email.
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Adding Receipts
A receipt can be emailed to the Receipt Gallery by the Delegate of the
expense owner from the Delegates UNCW email account.
Send email to [email protected] and in the subject line include the
UNCW email address of the expense owner.
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Adding Receipts
A user or delegate may email receipts straight to the Expense Report if a
report has been created.
Email receipt to [email protected] and in the subject line include the
report ID number (example 010032375257).
The receipt will be found in the attachments on the Header page of the
Expense report.
Once the Expense report is open, you may drag and drop the receipt to
attach to the correct expense line item.
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Adding Receipts
Once receipts have been added to the Receipt Gallery a detailed email
confirmation will be received.
Chrome River Receipt Confirmation email.
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Adding Receipts
Email receipt confirmation when sent by a delegate.
Email receipt confirmation when sent to an Expense Report.
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Adding receipts
Chrome River SNAP
APP is available for
iPhone and Android
users.
Search the APP Store
for Chrome River
SNAP and
download.
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Adding Receipts
Once downloaded open APP.
Need to verify the primary email.
Enter UNCW address
Click Next
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Adding receipts
Retrieve verification code from
the email sent to your UNCW
address.
Add verification code into APP
Click Verify
Receive confirmed verification
Click Let’s Begin
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Adding receipts
Agree for APP to use your
camera
APP will open to the
camera when opened
Take a picture of the
receipt
Click “UPLOAD” at bottom
of phone screen.
Click “Retake” if new
picture is needed
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Attaching Receipts
Able to apply a receipt from the Receipt Gallery to a line item expense
Using the Expense Report Add Attachment tab
When creating an expense line item select Add Attachments and
From Receipt Gallery at the bottom of the page
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Attaching Receipts
Select the correct receipt
needed
Click on Attach at the bottom of
the Gallery
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Attaching Receipts
Able to apply a receipt from the Receipt Gallery to a line item expense
Drag and drop a receipt from the Receipt Gallery
Under the Add Expenses, click on Receipt Gallery
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Attaching Receipts
Click on the correct receipt. Drag over to the expense line item you
would like to attach it to and drop.
Line item will then show the attachment icon
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Attaching Receipts
Bank Card Transactions
Merge receipt with bank card transaction for reconciliation (OCR will
do this automatically if acceptable)
Once Expense Report is created, under Add Expenses select All
This gives you a list of all bank card charges and all receipts found in
the eWallet
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Attaching Receipts
Assign all ? Bank card transactions and receipts to the correct
expense type by clicking on the icon arrow.
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Attaching Receipts
The user is able to drag the receipt icon and drop on the correct
bank card transaction icon.
The icon will now show that the bank card transaction and receipt
have been merged.
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Attaching Receipts
Reconcile by selecting the bank card transaction and clicking Add.
The expense line item will be created on the expense report with
the attached receipt as required documentation.
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Attaching Receipts
Bank Card Transactions
If an expense line item has been created but a bank card was used for
that expense and has posted to the eWallet.
A user can click on the back card transaction icon, drag and drop the
it to the correct line item.
The system will update the line item expense information including the
total amount based on the bank card transaction.
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Creating expense line items
Able to create an expense line item with a receipt
Using the Receipt Gallery
Select a receipt from the Receipt Gallery, click Add to create the
line item expense
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How does this benefit a user?
If needed Select Valid Expense Type
If the OCR system can read the expense type it will create the
expense without this step.
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How does this benefit a user?
Expense is created on right side and receipt chosen is visible on the
left side of the page.
Verify and edit if needed all fields of the expense item.
Click Save
Expense line item has been created with receipt attached for
documentation.