Emailing Receipts to Concur

Overview

This guide explains how travelers and their delegates can email receipt images to the Available Receipts library in Concur.

Process

Step 1: Log in to Concur

Log in to concur.charlotte.edu. 

Step 2: Verify Delegator & Delegate Emails

To allow your delegate to email images into your Available Receipts library, your email address and your delegate's email address must be verified in your respective profiles.

  1. Delegate: The delegate verifies their email address (see Action 3 in the Concur Travel and Expense Quick-Start Guide). 

  2. Delegator or Delegate: Either the delegator verifies their email address or the delegate can initiate the verification process on their behalf, but the delegate cannot complete it. 

    1. Delegate: While working on behalf of the delegator, select Verify in the delegator’s profile. Concur sends the verification email to the delegator (not the delegate) 

    2. Delegator: Open the verification email and enter the verification code into your profile

When the process is complete, the delegate can email images on your behalf as described below.

Step 3: Email Images to Available Receipts Library

Delegate: Complete the following steps to email images to your Available Receipts library:

  1. Prepare an email to receipts@concur.com

  2. Enter only the user's verified email address in the Subject line

  3. Attach the receipt images to the email

  4. Send the email

Step Four: System verification 

Concur verifies emails and delegate-to-delegator relationships:

  • Concur: Confirms that both the delegate and the delegator have verified email addresses

  • Concur: Confirms the delegate-to-delegator relationship exists

Step Five: Image Addition 

  • If both verification steps are true, the image is added to your (delegator) repository

  • If the sender is not the user's delegate (you) in the subject line, the image is added to the delegate's repository

  • If the delegate does not have a verified email address, the email is discarded

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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