Concur: How to Create an Expense Report on a PC
How to Create an Expense Report on a PC
1. Navigate to the Quick Task Bar. Click on the + sign and select Start a Report.
2. Enter the new report fields. Then click on Create Report.
Tips:
- The Report Name must use the payroll date that you will be reimbursed. i.e. 3/26/2021. This will help streamline the Administration process for your reimbursement.
- Only 1 report is to be issued per employee.
- Multiple branches can be entered into 1 report, but each receipt has to have the correct branch associated with it.
- All employees need to make sure the report is submitted by the Employee Submit Date (See 2021 Expense Schedule below). This is the date Concur pulls for the payment date deadline. Just because the Manager has a few days longer to approve, this does not mean they report will go through if it was not submitted on time.
3. Click on Add Expense.
4. Select your Expense Type.
5. Click on Attach Receipt Image.
6. Select Upload Receipt Image and select your receipt.
7. Receipt has been uploaded to the new expense. Fill in every field on the Expense Details screen.
Tips:
- When expensing a meal, list all attendees, not just yourself.
- No alcohol charges on your reimbursement. You may adjust the total of each receipt on the line item and take off the alcohol amount. If this is not followed, it may result in your expense report to be returned back for adjustments.
- A separate receipt needs to be attached to each line item of your expenses.
- Concur has a mobile app where you can take a snapshot of your receipt. Concur will automatically create a line item for you.
- All employees need to make sure the report is submitted by the Employee Submit Date (See 2021 Expense Schedule above). This is the date Concur pulls for the payment date deadline. Just because the Manager has a few days longer to approve, this does not mean they report will go through if it was not submitted on time.
8. Click Save Expense to include the expense on your report. You can click on Save and Add Another to attach more receipts on the expense report.
9. Expense has been added. Click Submit Report when ready.
10. Click Submit Report to confirm your report totals.
11. Report has been submitted to your Manager. Close the window.
12. The Submitted status will appear on your Expense report waiting for approval.
Should you have any Concur Expense questions, please reach out to Accounts Payable at AccountsPayable@afncorp.com.
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