Is there a way to turn-off receipt required option on certain user accounts?

[Echang101]

Hello,

We have missing receipt declaration on, but it doesn't work with delegate users. Is there a way to let delegate user submitting declarations on behalf of the user? If not, is there a way to turn off receipt required option on certain users? This is mainly for our top executives’ credit card reports, it's very difficult to have them go in Concur and submit all declarations. 

Thank you,

E

[MelanieT · Accepted solution]

@Echang101 Hello!  There is not a way for a delegate to be able to be able to user the Missing Receipt Declaration.  However, you can add conditions to your Receipt Handling Rules and Receipt Audit Rules to exclude certain users.  The condition would look like:

Employee > Employee ID > Not Equal > 'xxx'  (xxx=employee ID)

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[MelanieT · Accepted solution]

@Echang101 Hello!  There is not a way for a delegate to be able to be able to user the Missing Receipt Declaration.  However, you can add conditions to your Receipt Handling Rules and Receipt Audit Rules to exclude certain users.  The condition would look like:

Employee > Employee ID > Not Equal > 'xxx'  (xxx=employee ID)

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[Echang101]

Thank you!

[KevinD · Accepted solution]

@Echang101 there isn't any way for a delegate to use the built in Missing Receipt Declaration. This is by design and has been this way for years. However, if your company would allow it, you could get the wording of the MRD and put it into a document and save it as a pdf that could be reused. You would need to get buy in from your site admins and probably the Finance department, but that could work. 

Also, if you have access to the Audit Rules. there is one that requires line item receipts. You can add conditions to the rule to exclude certain users. Not sure if you are well-versed in Audit Rules, but there should be an existing Entry Level Receipt rule that you could add the following condition to:

In the highlighted field, enter the Employee ID of the person you want excluded from this rule.  If you want to exclude more than one person, add another condition, be sure to select the Or option then use the same options in my screenshot and enter the other user's Employee ID. 

Let me know if you have any questions.

[Echang101]

Thank you Kevin!

[Nancyagfa]

The missing receipt affidavit is a legal declaration by the employee that the charge was a business expense.  A delegate cannot make this declaration for them. It needs to be from the employee for audit purposes.