Expenses/Receipts Archive?

[camillatyrpak]

We are curious to know if receipts/expenses in Concur archive after a given period of time? Will our program administrators always have access to view receipts submitted through Concur by our users regardless of when the receipts/expenses were incurred/submitted?

[carmel_rochon]

Not sure if this is what you're looking for, but if you have the Expense Reports Processor tab on your account, you can look back at any report that has ever been submitted. We only started using Concur in 2017 so don't have data older than that, but I just ran a check and was able to see all of our historic reports with receipts attached. 

If you don't have access to this but you do have delegate access to certain users, you can view their submitted reports by acting as their delegate, going to Manage Expenses, and clicking the "Active Reports" drop down on the right hand side. Then you can select "Date Range" and select whichever year you are looking for. 

 

[camillatyrpak]

Thank you so much for taking the time to respond and for the information you have provided!

For auditing purposes, we wanted to confirm that receipts do not get archived after a specific amount of time has gone by, i.e. 10 years, etc... We would like to know that regardless of time, we will always be able to go back into Concur to pull backup.