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Receipt Guidelines for Concur Expense Reports The following guideline provides information regarding the form, imaging and retention requirements, for acceptable receipts when filing expense reports

How to fill out receipt guidelines for concur

How to fill out receipt guidelines for concur:

1. Start by logging into your Concur account.
2. Navigate to the "Expense" section and select "Create New Expense Report."
3. On the expense report form, enter the required information such as the purpose of the expense, the date, and the amount.
4. Locate the section for attaching receipts and click on the "Add Receipt" button.
5. Choose the appropriate method for attaching the receipt, whether it's uploading a scanned copy, taking a photo, or forwarding an electronic receipt.
6. Ensure that the receipt is clear and readable, with all necessary details visible.
7. If there are multiple receipts for a single expense, you can create separate line items for each receipt or group them together as per your company's guidelines.
8. Save the expense report and review the attached receipts to double-check their accuracy and completeness.
9. Submit the expense report for approval.

Who needs receipt guidelines for concur:

1. Employees who use Concur for submitting their expense reports need to follow receipt guidelines to ensure compliance with company policies and procedures.
2. Managers and approvers who review expense reports also benefit from having clear receipt guidelines as it helps them evaluate the legitimacy and appropriateness of the expenses claimed.
3. Accounting or finance teams that handle expense reimbursements rely on proper receipt documentation to accurately record and reconcile company expenses, making receipt guidelines important for them as well.

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What is receipt guidelines for concur?

Receipt guidelines for concur outline the requirements for submitting receipts for expenses incurred during business travel or other company-related activities.

Who is required to file receipt guidelines for concur?

All employees who incur expenses on behalf of the company are required to file receipt guidelines for concur.

How to fill out receipt guidelines for concur?

To fill out receipt guidelines for concur, employees must ensure that all necessary receipts for expenses are included and that the information is accurately reported.

What is the purpose of receipt guidelines for concur?

The purpose of receipt guidelines for concur is to ensure that all expenses are properly documented and accounted for in accordance with company policies and procedures.

What information must be reported on receipt guidelines for concur?

The information that must be reported on receipt guidelines for concur includes the date of the expense, the amount spent, the purpose of the expense, and the vendor or service provider.