Duplicate Expenses

[shnair1]

Hello apologies if thsi question has been asked .   some staff would inadvertently file twice a receipt, or the amount filed in Concur doesn’t match the amount shown in the receipt. Would Concur not pick up duplicates automatically ?  I heard that there is a concur add on called Smart OCR and image detection is that the case?

[KevinD]

@shnair1 we do have an Audit Rule to catch duplicate expenses. The rule looks at the date, expense type, and amount. However, if any of these three don't match, it won't be seen as a duplicate. 

As for the amount of the receipt not matching the amount entered, the system will not catch that. We do have some add-on features to help prevent these types of situations. You could speak to your assigned Concur Customer Success Partner about them to see if it is something that would be beneficial for your company.

[shnair1]

Thank you for your reply  @KevinD  . In relation to  "we do have an Audit Rule to catch duplicate expenses. The rule looks at the date, expense type, and amount. However, if any of these three don't match, it won't be seen as a duplicate. " is that only for corporate card expenses or for corporate card and out of pocket expenses . 

[KevinD]

@shnair1 it should be for corp card and out of pocket. In fact, I believe the rule was set up specifically to catch people trying to submit corporate card expenses a second time as cash so they can "make some extra money". 🙂

[shnair1]

Last question I promise  .  Would we need to set the rule up or is it there as a standard  ? Sorry I am newish to the 

Concur Admin side 

[KevinD]

@shnair1 the duplicate transaction audit rule should already be listed in the Audit Rule. I don't know if it is turned on or not, but you can easily see if it is Active or not. If not, select it, click Modify and then you can activate it. Be sure to click Next though when modifying the audit rule. You have to click through the three screens, even if you don't modify anything on the second and third screens.