Impact23

• A proper receipt is an original or electronic equivalent that shows name of payee, an itemized description of the items purchased, the date of purchase, the amount paid, and the method of payment. 
• It is the cardholder’s responsibility to obtain proper receipts from the merchant each time you use your T&E Card. 

Personally identifiable information (PII) is information that, when used alone or with other relevant data, can identify an individual. PII may contain direct identifiers that can identify a person uniquely, or quasi-identifiers (e.g., race) that can be combined with other quasi-identifiers (e.g., date of birth) to successfully recognize an individual. PII should not be uploaded to Concur, the university’s travel and expense system.

NOTE TO EXPENSE APPROVERS:

Please use the following corrective steps if one of your T&E Card holders submits PII in Concur, the university’s travel and expense system:

• If PII has been uploaded to Concur, the employee must delete the receipts in Concur, redact the information, and re-attach receipts
• If PII is included in the business purpose or department reference fields, these fields must be updated by the employee in the expense report before it is resubmitted
• If PII is included in the comment field on the expense report header, the employee must delete the report and create a new report (comments cannot be removed or updated)
• If PII is included in an expense line comment field, the employee must delete the expense line and create a new line without the comment (comments cannot be removed or updated)