Submitting an expense report in Concur

Submitting an expense in Concur is a straightforward process, but it can be helpful to have a step-by-step guide to ensure that you complete all necessary actions correctly. Here’s how to effectively submit your expenses using Concur, a popular expense management tool.

Step 1: Log into Concur

Begin by accessing the Concur website. Enter your username and password to log into your account. If you are a first-time user, you may need to set up your account using the link provided by your organization. Make sure you have your login credentials handy for a seamless entry.

Step 2: Navigate to the Expense Section

Once you are logged in, look for the 'Expenses' tab in the main navigation menu. Click on this tab to access the expense reporting section. This area is where you will be able to view any existing reports, create new ones, and manage your submitted expenses. Familiarizing yourself with this section will help you navigate the platform more efficiently.

Step 3: Create a New Expense Report

To create a new expense report, click on the 'Create New Report' button. You will be prompted to enter essential details such as the report name, date range, and any additional information that might be required by your organization. It’s important to provide accurate information as this will help streamline the approval process later on.

Step 4: Add Expenses

After setting up your report, you can start adding expenses. Click on the 'Add Expense' button, and you will be presented with a variety of categories to choose from, such as travel, meals, lodging, and more. Select the appropriate category for each expense you wish to report. For each entry, you will need to input details including the date of the expense, the amount spent, and a brief description of the expense. If you have receipts, you can upload them directly to Concur for each expense item, which is crucial for validation and reimbursement purposes.

Step 5: Review Your Report

Once you have entered all your expenses, take a moment to review your report thoroughly. Ensure that all information is accurate, and that all required receipts are attached. This step is vital as any discrepancies or missing information can delay the approval process and reimbursement. Concur provides a summary view that allows you to easily check the details you have entered.

Step 6: Submit Your Expense Report

When you are confident that your report is complete and accurate, proceed to submit it. Look for the 'Submit Report' button, which will send your expenses to the appropriate approver within your organization. After submission, you will receive a confirmation notification, and you can also track the status of your report through the Concur dashboard.

Step 7: Follow Up on Your Submission

After submitting your expense report, it is a good practice to follow up with your supervisor or the finance department to ensure that your report has been received and is being processed. If there are any issues or if additional information is required, being proactive can help resolve matters quickly.

By following these steps, you can efficiently submit your expenses in Concur, ensuring a smooth process for both you and your organization. If you encounter any issues or have questions during the process, do not hesitate to reach out to your company’s support team for assistance.