3rd tier Receipt

[phoebep]

How can the 3rd tier receipts and e-receipts be attached to expense?  It will ask for a receipt even though the e-receipt or 3rd tier receipt is attached. 

[JessicaL · Accepted solution]

This sounds like a configuration issue in your Concur instance. There is an Audit Rule that will need to be updated to reflect that your company accepts e-receipts and 3rd tier credit card data as receipts. I would take screen shots and send to your Concur Administrator who should be able to fix this with an Audit Rule update.

Best,

[KevinD · Accepted solution]

@phoebep SWEET! Glad you got it worked out. 

[JessicaL · Accepted solution]

This sounds like a configuration issue in your Concur instance. There is an Audit Rule that will need to be updated to reflect that your company accepts e-receipts and 3rd tier credit card data as receipts. I would take screen shots and send to your Concur Administrator who should be able to fix this with an Audit Rule update.

Best,

[phoebep]

Thank you . I am the administrator 😞  i did find some information on the e receipts (changed a rule) i will play around with that again for the 3rd tier receipts. thanks for heading me in right direction. 

[KevinD]

@phoebep were you able to get this issue resolved?

[phoebep]

Hi Kevin, I did find the exact instructions for how to do this. Worked out well. It was an audit rule.

[KevinD · Accepted solution]

@phoebep SWEET! Glad you got it worked out. 

[jsmith-bbi]

Can someone share the settings, as I have been unable to figure this out?

TIA!

[phoebep]

This solution is not for 3rd tier receipts but E-receipts, i have to play around to discover where 3rd tier receipts are but must be in this list, good luck .

[jsmith-bbi]

Thanks, I was able to find the e-receipt settings and adjusted accordingly. However, I have been unable to find anything related to 3rd tier, aka Level 3 Data.  If someone does find it, please share.

thanks again!

[KevinD · Accepted solution]

@jsmith-bbi I believe Level 3 Data is also referred to as Rich Data. Here is a screenshot. Rich Data or Level 3 data refers to the credit card charge, so if you are making a condition based off of the Entry and looking for Rich Data, you won't find it. The condition needs to be based on the Data Object of Company Card.

Let me know if this helps/works.

[jsmith-bbi]

@KevinD thank you! That was it!

[KevinD]

@jsmith-bbi As Emeril says, "BAM"! Glad it works for you.