Overview
This guide demonstrates the standard method of saving receipt images to your computer and uploading them to Concur. You can also capture receipts via email or Concur mobile app ExpenseIt.
Essential Information
- Obtain receipts as required by policy to report Expenses and request reimbursement.
- Receipts provide proper documentation for business Expenses charged to UC San Diego fund sources in compliance with UC and IRS regulations.
- Concur functionality provides users a few different ways to manage receipts and have them available when creating your Expense Reports.
- Review information on policy requirements on receipts in Blink for the respective processes (e.g., Procurement Card, Travel, Entertainment, etc.).
Next Steps
Uploading Receipts from the Computer
1. After logging into Concur via Single-Sign on, select Available Expenses.
2. In the Available Expenses section, select Upload Receipts
NOTE: Receipts uploaded through this process will become an expense line that can be moved to a new or existing Expense Report.
Emailing Receipts Directly to Concur
Verifying Your Email (one-time initial setup)
1. Within Concur, click on your initials in the upper right corner, then select Profile Settings.
2. In the upper-left Profile menu, under Your Information, select Email Addresses.
3. You should see your UCSD email address there, with a status of Not Verified, select the Verify link.
4. The system will send you an email to your UCSD email address with a verification code, enter the code in the Enter Code dialog box, then select OK.
5. Check the status to confirm that the Verification Status updated to Verified.
6. If you need to add additional alias email addresses then click Add an Email Address, which will open up a new line to enter the email address and repeat the same instructions above.
Sending Receipts via Email
1. Forward the email with your receipt image as an attachment or in the body of the email to receipts@expenseit.com or receipts@concur.com from your verified email address.
2. Delegates can also email receipts on behalf of another employee to receipts@expenseit.com or receipts@concur.com by providing the user’s verified email address in the Subject Line of the email.
3. With ExpenseIt, the tool scans and digitizes your receipts - creating Expense entries for you to easily add to your Expense Reports.
NOTE: It may take a few minutes for the receipt to make its way to your Concur receipt bank.
Questions?