CONCUR - MISSING RECEIPT AFFIDAVIT CAN ONLY BE CREATED BY THE TRAVELER

MISSING RECEIPT AFFIDAVIT CAN ONLY BE CREATED BY THE TRAVELER (NOT A DELEGATE NOT A PROXY)

Click on the missing receipt icon.
Select “Missing Receipt Declaration:
Select the expense that has the missing receipt,
Click “Accept & Create”
- Popup shows Missing Receipt Affidavit, with legal disclaimer, name, date and time stamp

Attachment_Laurie 10.27.22

_______________________________

Internal control that existed as part of our best practices are still in place and actually it has been increased by Concur travel system in terms of tracking, transparency, and accountability.

Travelers who lost their receipts can request and submit a missing receipt declaration (a legally binding document) with specifications of the total amount, what was purchased, when and where.

As we used to with the missing receipt form in the past, the declaration as part of best practices is the manager or grant director's responsibility (it’s in the manual) as they will have to approve the expense report and responsible for reviewing what they approve.

In the past, a traveler was able to submit one missing receipt form for the entire trip; now, the declaration is submitted per item, meaning that the traveler will have to submit one for each type of the requested items; for example: Parking needs a separate declaration; food needs a separate declaration; transportation needs a separate declaration,... and the good part is that the traveler cannot submit an expense for items not requested on the TR; and the traveler will have to do an add-on which requires to re-start the approval process all over again.

*Moving Forward: We can provide more training to remind them that the assurance is part of their responsibility, and they will have to apply some logics such as repetition, item value, restaurants limitation,...