E-Receipts in Concur

E-Receipts sent from suppliers are an efficient way of managing transactions and many travel providers, such as hotels and airlines, will provide you with e-receipts within Concur if you have agreed to accept them. However, there are times that the e-receipts come in prior to or without an associated credit card transaction. Concur users can determine if the expense line is an e-receipt by looking at the Payment Type. If the payment type says cash, then the line is an e-receipt and should not be pulled into a Concur report without an associated credit card charge. The e-receipt should be matched or combined to an expense or deleted based on the availability of the accompanying expense. For additional information on managing e-receipts, please see the Concur – E-Receipts quick reference guide on our website at ohio.edu/finance/quick-reference-guides.

(article continues on next page)

When a user pulls an e-receipt into a report without the associated credit card transaction, it creates a reimbursement to the user in which they are not due. The user is then required to refund the University for the amount that is deposited into their bank account.

Questions? Contact financecustomercare@ohio.edu.