E-Receipts in Concur

The PCard department has received many inquiries about e-receipts as they relate to incoming PCard transactions. As you may know, users are able to enable e-receipts in Concur for participating vendors, such as hotels and airlines, to send receipts electronically. These e-receipts come into Concur as a cash expense type, so it is very important not to pull them into a report if they haven’t been matched with a PCard transaction. If you inadvertently pull in an e-receipt that has not properly matched to a pcard transaction, you will be over-reimbursed (because the e-receipt comes as a cash expense type into Concur) and you will be required to repay the University.

If an e-receipt comes in, and can automatically match to a transaction, it will do so. You can tell when this has happened by looking at the Payment Type on the transaction. If the Payment Type says Corporate Card, E-Receipt then it has already matched to a PCard transaction and is ready to be pulled into your report for processing. Since the e-receipt is already attached, there is no need to attach another document to that transaction line.

 If the Payment Type says E-Receipt, as shown below, do not pull this into a Concur report until you have a corresponding PCard transaction. Pulling it into the report will cause a reimbursement to be sent to the employee that they are not due.

If no e-receipt is available for your transaction in BCB, you will still need to attach receipt documentation which includes vendor name, the date of the transaction, an itemization of the expenses, and the total paid including tips if applicable. As a reminder, all transactions must be substantiated in Concur within 28 days of the transaction being posted in Concur.

If you have any additional questions about e-receipts, please contact financecustomercare@ohio.edu.