Activating and Viewing E-Receipts in Concur

Overview

An e-receipt is an electronic receipt sent directly to Concur. E-receipts provide full invoice details directly from the supplier. Concur has partnered with most airlines, major hotels and car rental companies to provide e-receipt data directly into Concur, eliminating the need for scanned paper receipts for eligible purchases. Individuals are strongly encouraged to enable e-receipts in their Concur profile before booking travel. 

Once activated, eligible transactions will appear in the Available Expenses section in the same way that p-card transactions appear.

Process

You can also watch this brief video tutorial on activating e-receipts in Concur.

Log into concur.charlotte.edu to begin.

Step One: Sign Up for E-Receipts

  1. From the Concur Home Page, locate the e-receipt alert in the Alerts section.

  2. Select Sign up here. 

Step Two: Enable E-Receipts 

  1. On the e-Receipt Activation page, select Enable.

OR

  1. If there are no Alert notifications on your Home Page, go to your Profile. 

  2. Navigate to Profile Settings.  

  3. Under Profile Options, select E-Receipt Activation.  

  4. Select Enable.  

Step Three: Accept the Terms

  1. The E-Receipt Activation and Use Agreement Window will appear. 

  2. Read the agreement and select I Accept. 

  3. A confirmation message will be displayed. 

 Since you must accept the terms, a delegate cannot perform this action. The user must do this themselves. 

Viewing E-Receipts

After enabling e-receipts, in your Available Expenses you will see the e-receipt icon next to e-receipt eligible expenses. Select or hover over the icon to view the e-receipt. 

E-Receipts for Concur Travel Arrangements

E-Receipts will be sent to Concur for the following: 

  • All airline ticket purchases. 

  • Most major hotels. Concur will note E-Receipt Enabled hotels in the hotel search. 

  • Most major rental cars. Concur will note E-Receipt Enabled rental cars in the car search. 

Non-Eligible E-Receipts

Agent fees and ancillary fees, such as baggage fees, are not e-receipt eligible. Receipts for those fees need to be either:

Additional Support

If you have questions or need further assistance, please refer to the Concur FAQs and Guidance or submit this request form.

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