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RebeccaD
Community Manager
Community Manager

How do you handle recepit affidavits?

We're excited to see what other clients say, but SAP Concur recommends ensuring you’re capturing missing receipts with a signed affidavit. We encourage moving away from paper and use the Missing Receipt Affidavit function in Concur Expense. You will benefit from the Missing Receipt Audit Report (folder: Expense Processing).

21 REPLIES 21
arobertson
SAP Concur Employee
SAP Concur Employee

Using affidavits? Ensure your users do not think it is an excuse to not use original receipts. Create an audit rule that alerts the approver when a receipt affidavit is used.

 

Remember, if you reclaim VAT, it is highly likely that your tax authority does not support an affidavit as evidence of expense and tax paid.

KR

Angus

Kind regards,

Angus Irvine Robertson

SAP Concur Customer Escalations, SAP Concur Office of the President
patilr1982
Routine Member - Level 1

Receipt Affidavits are an essential part of the setup used to eliminate paper.

In case, the workflow is designed to only send expense reports for manager approval/Audit in selected scenarios, it is a good idea to make the use of Affidavit as one of those scenarios. It should be straightforward to enable this behavior by adding a condition to your workflow (in case one does not exist) and adding an Audit rule with the exception level specified in the workflow.

VAT setup will probably need adjustments to post zero VAT or non-recoverable VAT in case an Affidavit is used.

Don't forget to translate the Affidavit text in case your users use languages other than English.

Most recently we recently implemented this for a client having users in Russia and Ukraine. It helped eliminate a paper-based offline approval process that we uncovered during a post-implementation process review.

Best Regards,
Rohan
SAP Concur and SAP FICO Implementation Functional Consultant
DimitriK
Occasional Member - Level 2

Hi Rohan, 

Thanks a lot for your feedback. Could you please share the steps on how to set the VAT setting to post zero VAT or non-recoverable VAT in case an Affidavit is used....or is there a doc to explaine these setups?.

I look forward to your feedback.

Thanks

Dimitrios

 

GrantC
SAP Concur Employee
SAP Concur Employee

Hi Dimitrios,

There are a number of ways you could approach this, but I think an Audit Rule is probably the simplest and most straight-forward.

For most customers the recoverable VAT is calculated using the Receipt Status field. This field is a system drop-down with three possible values: Tax Receipt, Receipt, and No Receipt.

Logically, if the user says they have an affidavit they should not be allowed to set the Receipt Status to Tax Receipt or Receipt. We are going to do just that with our Audit Rule.

When creating the rule use the Entry Save event and create two conditions:

Receipt Status <> No Receipt and Has Missing Receipt Affidavit  = Yes. Here is a screenshot:

Rule.png

Then set the Exception to be a red flag with a message indicating that when using the Missing Receipt Affidavit they must choose a Receipt Status of No Receipt.

I have to be honest and say I have not tested this, but it should work, but I'd still test it before rolling it out to your live users.

 

Grant Chase - Sr. Training Consultant - SAP Learning
DimitriK
Occasional Member - Level 2

Hi Grant, 

Thanks for your feedback.

But that does not answers my question requiring Rohan to share the steps on how to set the VAT setting to post zero VAT or non-recoverable VAT in case an Affidavit is used..

Best Rgds

Dimitrios

MGordon
Occasional Member - Level 3

We do use the missing receipt affidavits within Concur.  We also run monthly reports looking for employees who are abusing this option.

nancylmeyer
Occasional Member - Level 1

I am looking to create a report for pulling who/how many times receipt affidavits are being used.  I thought there was a standard report for this but cannot seem to locate it.  Any suggestions?

TomV
Occasional Member - Level 2

@nancylmeyer  In Concur Intelligence Reporting, create a custom report that includes Expense Report Line Item detail.  Add a filter where [Expense].[Entry Information].[Has Affidavit] = 1

This report will return the Expense Report and Line Items where the Missing Receipt Affidavit has been selected on the Expense Report.

Tom

ronijohnston
Occasional Member - Level 1

How to run a report that shows who used the missing receipt affidavit?
kwatkins
Occasional Member - Level 1

HI, in the very first post it mentioned how to get the report.

 

it's under "expense processing" under your reports tab > standard reports (if you have it enabled).

 

Kbryfogle
New Member - Level 1

If we see an employee utilizing the MRA more than 4 times,  we send an email reminder with their usage from the report in the body of the email. We emphasize  that the affidavit is to only be used in the RARE instance of a lost receipt, and further include information on Expenseit Pro to help minimize future issues.  

Anonymous User
Not applicable

What criteria do you use to indicate potential abuse? Categories, quantities, amounts etc. Thanks!

AmberLee
Routine Member - Level 3

I worked for a company that had unlimited MRA policy that I was able to convince them to change to a $250 limit with a maximum 3 times a month limit. They would have people using it on $1,000+ expenses on a regular basis... this is exactly why companies need to invest in a dedicated Concur person who can take the time to review the complete setup so things like this don't slip through the cracks.

ค๓๒єг ɭєє - ᴄᴏɴᴄᴜʀ ᴄᴏɴɴᴏɪssᴇᴜʀ
(っ◔◡◔)っ  ☆ Fort Worth, Texas ☆
jsportsman
Occasional Member - Level 3

We make our Lost Receipt Affidavit difficult. We have it posted on our myTravel intranet site, not automated. We make it difficult because we want them to use mobile or attach correctly.

We also track number of affidavits per associate.  

 

 

Jason C. Sportsman, GTP
hmead3
Occasional Member - Level 1

How do you enable the Receipt Affadavit function in Concur? I am looking to begin using this. 

KevinD
Community Manager
Community Manager

Turning the feature on is done differently depending on what SAP Concur platform you are on. Are you using SAP Concur Standard Edition or SAP Concur Professional Edition? Once you tell me this, I can tell you how to turn it on.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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DimitriK
Occasional Member - Level 2

Hi There,

We are using:  SAP Concur Professional Edition. 

Thanks and rgds

Dimitri

abhijit
Occasional Member - Level 3

You can click on affidavit option while creating workflow

tjbmoreno
Routine Member - Level 2

We require receipts for everything - regardless of the amount. If a receipt is not available, we require the MRA. We will not accept a MRA for airfare, hotel or car rental - since they are easily replaced if lost.
Terri Moreno
Looking for new opportunities!
Anaren, Inc. - Travel Manager - Syracuse, NY
KathyT
Occasional Member - Level 2

I'm curious how companies handle the MRA when the employee does not have access to Concur (e.g. production floor employees) and a delegate is preparing the expense report since delegates can not use the MRA.  We've considered adding an attachment MRA but then we can't track the use of MRA.