Overview
Most expenses will require a receipt. The Concur system will alert you when a required receipt is missing and when a Missing Receipt Declaration is not allowed.
The Available Receipts area is a feature within Concur that stores documents to which you can email or upload receipt images. You can use these images to attach to individual expenses within a report.
Delegates can view someone else’s Available Receipts area if they were granted permission to view receipts when identified as their delegate.
Process
Also, reference the Uploading Receipts in Concur guide.
Log into concur.charlotte.edu to begin.
Attaching Images to Individual Expenses Using Your Available Receipt Area
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Once you have created/opened your expense report, select any of the line items.
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Click on Add Receipt Image on the right-hand side.
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You can either choose from Available Receipts that you have uploaded to Concur or upload a new receipt image from your computer.
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Choose the desired receipt and select Attach.
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If additional images are needed, select Add under the image.
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Select Save Expense.
Detaching Images from Individual Expenses
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Open the expense report and select Manage Receipts.
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Select Manage Attachments.
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Select Delete on the applicable receipt.
Deleting Images from Your Available Receipts Area
If the image is attached to an individual expense, it must first be detached before you can delete it from your Available Receipts area (see steps above).
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Select the Expense tab on the top menu bar on the homepage.
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Scroll down to see Available Expenses. You can only delete lines that say Pending Card Transaction or Out of Pocket next to them.
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Check the boxes next to the receipts you wish to delete and select Delete.
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A confirmation message will appear, select Yes to delete.
Additional Support
If you have questions or need further assistance, please refer to the Concur FAQs and Guidance or submit this request form.