Will receipts be required?
Receipts are required for expenses above $25 unless it is allocated to a grant, which may require a receipt regardless of the dollar amount.
What happens if I am missing a receipt?
If the receipt is above $25, you should first reach out to the supplier to attempt to obtain a copy of the original receipt. Concur has a Missing Receipt Declaration that can be completed in lieu of the actual receipt.
How can I upload a receipt to Concur?
There are several ways to upload a receipt. You may either drag and drop your receipt from a file on your computer, upload a receipt using your Concur mobile app, or send an email to firstname.lastname@example.org
from a verified email address.
Can we create separate folders within the available receipts section if we are managing things for multiple people?
No. When a receipt is uploaded, it cannot be separated into folders.
If the receipt is not correct. Is there a way to change or fix the uploaded documents after submitting my expense report?
Yes. The submitted expense report must be recalled for any edits to the report. You may correct any receipts at that time by detaching the current receipt and uploading/attaching a new one.
Should the original receipt/documentation be kept if the expense report is approved and processed in Concur?
Keeping original receipts after the expense report is approved and processed will not be required. Please ensure that your expenses are properly documented if you do not plan to keep the original receipt/documentation after the report is approved and processed.
How long will the Concur system store my reports, receipts, and other supporting documents?
After the expense report is approved and processed, all documentation, including receipts in the report, will be stored indefinitely as we maintain the Concur system.
If you are a delegate, can you view the receipt(s) the user uploads for reconciliation purposes?
Yes, if the user uploads a receipt to their account, the Delegate should be able to access the receipt.