how to delete a receipt in concur

Daniel Parker

3 min read

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16-01-2025

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Concur, a widely used expense management software, simplifies tracking and submitting expense reports. But what happens when you need to delete a receipt? This guide provides a step-by-step walkthrough on how to remove a receipt from your Concur account. Note that the ability to delete receipts depends on your company's Concur configuration and your user permissions. You may need administrator approval for certain actions.

Understanding Receipt Deletion in Concur

Before diving into the process, it's important to understand the implications of deleting a receipt. Once deleted, the receipt is permanently removed from your Concur report. This action can't be easily reversed, so proceed with caution. Always double-check that you have a backup copy of the receipt before initiating the deletion. Your company's policies regarding receipt deletion should be reviewed as well.

How to Delete a Receipt in Concur: A Step-by-Step Guide

The process for deleting a receipt in Concur varies slightly depending on your Concur version and your company's settings. However, the general steps are similar.

Step 1: Access Your Concur Report

Log into your Concur account and navigate to the expense report where the receipt you wish to delete is attached. You'll need to find the specific report containing the offending receipt.

Step 2: Locate the Receipt

Within the expense report, find the specific expense item containing the receipt you want to delete. This might involve scrolling through several expense entries depending on the report's size.

Step 3: Initiate the Deletion Process

The method for deleting the receipt depends on your Concur version. Some versions might have a dedicated "Delete" or "Remove" button directly associated with the receipt. Others may require you to edit the expense entry and then remove the receipt attachment from within the edit function.

• Option A (Delete Button): If a delete button is present, simply click it. Concur might prompt you for confirmation before permanently removing the receipt.
• Option B (Edit and Remove): If there's no direct delete button, you'll need to select the "Edit" or similar option for the specific expense line item. Within the edit screen, you'll typically find an option to remove the attached receipt. This may involve clicking a trash can icon or selecting "Remove Attachment."

Step 4: Confirmation and Completion

Once you've initiated the deletion, Concur may ask you to confirm your action. Carefully review the message to ensure you're deleting the correct receipt. After confirmation, the receipt will be removed from the expense report.

Important Considerations:

• Company Policies: Always check your company's expense reporting policies before deleting any receipt. Some organizations have strict rules regarding receipt retention.
• Backup Copies: Before deleting a receipt, ensure you have a safe copy stored locally (e.g., on your computer or in a cloud storage service). This is crucial if you need to restore the receipt later.
• Administrator Access: For certain situations, especially if the report is already submitted, you might need administrator access to delete a receipt. Contact your Concur administrator if you encounter issues.
• Receipt Type: The method of deletion might differ slightly depending on whether the receipt is an image upload, a scanned document, or an electronically received receipt.

Troubleshooting Receipt Deletion Issues

If you encounter any problems deleting a receipt, try the following:

• Check Your Permissions: Verify you have the necessary permissions to delete receipts.
• Contact Your Administrator: If you lack the permissions, contact your Concur administrator for assistance.
• Clear Your Browser Cache and Cookies: Sometimes, browser issues can interfere with Concur functionality.
• Try a Different Browser: Attempt deleting the receipt using a different web browser.

By carefully following these steps and understanding the potential implications, you can efficiently delete receipts in Concur while maintaining compliance with your company's policies. Remember, always prioritize careful verification and maintaining backup copies of important documents.