cminjarez
Occasional Member - Level 1

Missing Receipt Affidavit

Solved! Jump to solution
Does concur have a Missing Receipt Affidavit or do we create our own?
0 Kudos
2 Solutions

Accepted Solutions
SAP Concur Employee
SAP Concur Employee

Re: Missing Receipt Affidavit

Solved! Jump to solution

In SAP Concur Standard Edition when you turn on the Missing Receipt Affidavit the fields will be blank so you will need to create your own Explanation and Statement/Acceptance. In SAP Concur Professional Edition, when you turn on the Missing Receipt Affidavit for a policy, you will see some very generic default text. You will want to change this text to make it more specific to your company.

SAP Concur Employee
SAP Concur Employee

Re: Missing Receipt Affidavit

Solved! Jump to solution

@walshgroup18  You could create a custom report which tracks the top individuals using Missing Receipt Affidavit.  Then add those users to a "cowboy" list:  apply 100% audit, targeted education, manadatory manager approvals, other initiatives to change behavior.  

Tiffany Redman, Senior Product Manager, Data Platform and Analytics
20 Replies
SAP Concur Employee
SAP Concur Employee

Re: Missing Receipt Affidavit

Solved! Jump to solution

In SAP Concur Standard Edition when you turn on the Missing Receipt Affidavit the fields will be blank so you will need to create your own Explanation and Statement/Acceptance. In SAP Concur Professional Edition, when you turn on the Missing Receipt Affidavit for a policy, you will see some very generic default text. You will want to change this text to make it more specific to your company.

walshgroup18
Occasional Member - Level 2

Re: Missing Receipt Affidavit

Solved! Jump to solution

I created the affidavit for our company after looking through some examples online and deciding what we need to have included. I wish there was a way to limit how many one employee can use though.

SAP Concur Employee
SAP Concur Employee

Re: Missing Receipt Affidavit

Solved! Jump to solution

@walshgroup18  You could create a custom report which tracks the top individuals using Missing Receipt Affidavit.  Then add those users to a "cowboy" list:  apply 100% audit, targeted education, manadatory manager approvals, other initiatives to change behavior.  

Tiffany Redman, Senior Product Manager, Data Platform and Analytics
icarpenter
Occasional Member - Level 1

Re: Missing Receipt Affidavit

Solved! Jump to solution

Do you know which Data Warehouse selection in Concur reporting will show who has used the MRA most often?

0 Kudos
sprtmann23
Occasional Member - Level 1

Re: Missing Receipt Affidavit

Solved! Jump to solution

We created the verbiage in the system and have different audit rules around it such as adding notes on why the MRA is being used. We run reporting on who has use it the most so we can try to correct behavior with that.

0 Kudos
ViriNavarrete
New Member - Level 3

Re: Missing Receipt Affidavit

Solved! Jump to solution

Hi,

How can I update wording in missing receip affidavit ? We have profesional edition.

Thanks in advance

Viri

0 Kudos
Josh
Routine Member - Level 2

Re: Missing Receipt Affidavit

Solved! Jump to solution

Hey @ViriNavarrete,

Go to Expense Settings > Policy > Expense Compliance > 2 Receipt Handling Options.

At the bottom of that screen will be two text fields with some wording in it. Update it as you need and click Save to update new forms completed by your users. This may look a little different as my company's just on Standard, but the options should still be there for Professional users.

2018-10-18_15-10-40comm.png

Hope that helps!


Josh
0 Kudos
Josh
Routine Member - Level 2

Re: Missing Receipt Affidavit

Solved! Jump to solution

Hey @icarpenter,

The field to measure this is here:

Expense > Expense Reports > Entry Information > Additional Entry Details > Has Affidavit

This will essentially render a 1 for an expense with an affidavit, and a 0 for an expense without one. You'll just need to use this field in conjunction with some other parameters to find any expenses with an affidavit. You'd then be able to show counts per user per month, or however you need to report it.

Hope this helps!


Josh
0 Kudos
icarpenter
Occasional Member - Level 1

Re: Missing Receipt Affidavit

Solved! Jump to solution

Hi Josh,

Thanks for the info it worked.

 

Ian