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cminjarez
Occasional Member - Level 1

Missing Receipt Affidavit

Does concur have a Missing Receipt Affidavit or do we create our own?
2 Solutions
Solution
KevinD
Community Manager
Community Manager

In SAP Concur Standard Edition when you turn on the Missing Receipt Affidavit the fields will be blank so you will need to create your own Explanation and Statement/Acceptance. In SAP Concur Professional Edition, when you turn on the Missing Receipt Affidavit for a policy, you will see some very generic default text. You will want to change this text to make it more specific to your company.


Thank you,
Kevin Dorsey
SAP Concur Community Manager

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Solution
TRedman
SAP Concur Employee
SAP Concur Employee

@walshgroup18  You could create a custom report which tracks the top individuals using Missing Receipt Affidavit.  Then add those users to a "cowboy" list:  apply 100% audit, targeted education, manadatory manager approvals, other initiatives to change behavior.  

Tiffany Redman, Senior Product Manager, Data and Analytics

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27 REPLIES 27
Solution
KevinD
Community Manager
Community Manager

In SAP Concur Standard Edition when you turn on the Missing Receipt Affidavit the fields will be blank so you will need to create your own Explanation and Statement/Acceptance. In SAP Concur Professional Edition, when you turn on the Missing Receipt Affidavit for a policy, you will see some very generic default text. You will want to change this text to make it more specific to your company.


Thank you,
Kevin Dorsey
SAP Concur Community Manager

Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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ViriNavarrete
Occasional Member - Level 1

Hi,

How can I update wording in missing receip affidavit ? We have profesional edition.

Thanks in advance

Viri

Josh
Routine Member - Level 2

Hey @ViriNavarrete,

Go to Expense Settings > Policy > Expense Compliance > 2 Receipt Handling Options.

At the bottom of that screen will be two text fields with some wording in it. Update it as you need and click Save to update new forms completed by your users. This may look a little different as my company's just on Standard, but the options should still be there for Professional users.

2018-10-18_15-10-40comm.png

Hope that helps!


Josh
tkeenan
Occasional Member - Level 1

How do you turn this functionality on in concur?

Abiarris
New Member - Level 2

The missing receipt affidavit appears to be missing from Expenses.

Is this a wider SAP Concur issue or perhaps just individual to me?

Button to manage receipts is not there.

 

 

Abiarris
New Member - Level 2

Button for managing receipts has reappeared:-)

andreeabenciu
New Member - Level 1

Declaration for Missing receipt can be made for any amount?

walshgroup18
Occasional Member - Level 2

I created the affidavit for our company after looking through some examples online and deciding what we need to have included. I wish there was a way to limit how many one employee can use though.

Solution
TRedman
SAP Concur Employee
SAP Concur Employee

@walshgroup18  You could create a custom report which tracks the top individuals using Missing Receipt Affidavit.  Then add those users to a "cowboy" list:  apply 100% audit, targeted education, manadatory manager approvals, other initiatives to change behavior.  

Tiffany Redman, Senior Product Manager, Data and Analytics

View solution in original post

icarpenter
Occasional Member - Level 1

Do you know which Data Warehouse selection in Concur reporting will show who has used the MRA most often?

Josh
Routine Member - Level 2

Hey @icarpenter,

The field to measure this is here:

Expense > Expense Reports > Entry Information > Additional Entry Details > Has Affidavit

This will essentially render a 1 for an expense with an affidavit, and a 0 for an expense without one. You'll just need to use this field in conjunction with some other parameters to find any expenses with an affidavit. You'd then be able to show counts per user per month, or however you need to report it.

Hope this helps!


Josh
icarpenter
Occasional Member - Level 1

Hi Josh,

Thanks for the info it worked.

 

Ian

 

 

Ben_Deng
Occasional Member - Level 1

Hi All,

Very sadly though as this missing receipt affidavit is only usable in Concur web, not in Concur mobile App... We had to custom make a missing receipt affidavit as a image file, so that the users could save it on their phone and  attach to the expense when they lose the receipt...

Missing receipt affidavit should have been designed in the Concur mobile App in the first place...  We have used Concur for more than a year now but there is yet to be any development...

Regards,

Ben

Josh
Routine Member - Level 2

Hi @Ben_Deng,

Correct, the Missing Receipt Affidavit is not yet available on the mobile app, but it is currently listed as 'TBD' on this document, listing mobile app features by platform (page 6, under General Features):

https://www.concurtraining.com/customers/tech_pubs/MobileDocs/Feature_List_by_Device.pdf

If you'd like, you could throw your vote in with the 217 other people who have voted on this in the Community > Solution Suggestions section of Concur's support site. On the homepage, just search for 'SS-0000009304' and the suggestion will come up. It's currently listed as a 'Roadmap candidate,' so it looks like the feature may be in development in the future.


Josh
Ben_Deng
Occasional Member - Level 1

Thanks Josh, but it has been listed as 'TBD' since we signed up with Concur 13 months ago...

 

ao
Occasional Member - Level 3

Hi @Ben_Deng, @Josh,

I agree with your general development comments, but to be fair: in this case Concur actually delivered already 🙂

Since one of the last Releases the "Missing Receipt Affidavit" works fine on the Mobile App, at least for us.

(we're on Professional and have adjusted the default text ... it's now possible to add (and later view) an Affidavit to an Expense on the mobile app)

 Regards, Alex

 

Ben_Deng
Occasional Member - Level 1

Thanks Alex @ao

I am not sure where you could do "Missing Receipt Affidavit" on the mobile App, but in my mobile App, there is no such an option.

Add Receipt.png

If it's listed as "TBD", I don't think it has been developed.

But I could be wrong. Can you attach some screenshot please to show us, Alex? Thanks.

Regards,

Ben

ao
Occasional Member - Level 3


@Ben_Deng wrote:

Thanks Alex @ao

I am not sure where you could do "Missing Receipt Affidavit" on the mobile App, but in my mobile App, there is no such an option.

 

If it's listed as "TBD", I don't think it has been developed.

But I could be wrong. Can you attach some screenshot please to show us, Alex? Thanks.

Regards,

Ben


 

Hi Ben @Ben_Deng,

for us it works:

a) In the new Expense choose "Missing Receipt" as Receipt status:

      1-Receipt Status1-Receipt Status  2-Missing Receipt2-Missing Receipt

b) As long as you don't add the "Missing Receipt Affidavit" then, you can't submit the report:

      3-No Affidavit3-No Affidavit 

c) So, "Attach Receipt" and choose "Missing Receipt Declaration" and then confirm the Disclaimer:

      4-Add Affidavit4-Add Affidavit  5-Disclaimer5-Disclaimer

d) View the attached Affidavit via "View Receipts":

      6-View Affidavit6-View Affidavit

 

Regards, Alex

 

 

Josh
Routine Member - Level 2

Well I'll be...

surprised.gif

So I just tried it out on my Android (ver. 9) and iOS (ver. 12.0.1) devices, and the Missing Receipt Declaration is there in both. On Android, I'm running Concur app version 9.61.0 (2018092809), and on iOS app version 9.61.1.1809270817.

The only difference from @ao's demonstration is that I did not need to specify a Receipt Status prior to attaching the declaration. This may just be because of their company configuration and/or if they're on Professional (my company is currently on Standard).

@Ben_Deng, if you're not seeing it in your app, I'd suggest doing the following:

-Make sure the Missing Receipt option is enabled in Expense Compliance > Receipt Handling Options
-Make sure the app is up to date
-Confirm the expense in question is attached to a report
-Confirm the expense both requires a receipt and does not currently have one attached

If you're still not seeing it, my guess is that this feature was turned on for a small group of pilot users, and Concur is just testing for stability. If so, I'd wager this feature will be rolling out for all users in the near future.

Thanks, Alex, for showing us this feature's availability (even if it may be limited right now)!


Josh
ao
Occasional Member - Level 3

According to the release notes it was released to the public on October 8th (with app version 9.61.x).

See https://www.concurtraining.com/customers/tech_pubs/MobileDocs/ReleaseNotes/_CCC_RN.htm or https://www.concurtraining.com/customers/tech_pubs/MobileDocs/ReleaseNotes/2018/MOB_2018_09(Sep)_cli... for details and a little documentation.

Regards, Alex