Tap Expense Reports to create a new expense report **this can (and should) be done before you have any expenses to add to it.
Tap the + on the top right to create a new report
Enter a report name so that you know which report it is. It will default with the current date and Report. It is suggested to use the Month and Year that it will be turned in. Then tap Create.
Once you have a report created, you can add expenses to the report. Tap the < arrow at the top left to get out of the report. Tap the < arrow at the top left to get out of Expense Reports and get back to the Main Menu.
Expense Type – Concur selects what it thinks is the most appropriate, but it is wrong a lot, so you need to check it and make sure that it is correct.
Business Purpose – Why are we incurring the expense or what was it for? This is what you currently put in Expense Description on the current form.
Branch – this is the branch that will get charged with the expense. So, if you are taking a customer from branch 30 out to lunch, the branch that you select is 30 Nanuet. If the expense applies to more than 1 branch, you must first enter a branch but will also do an Allocation to break out the expense to multiple locations.
Receipt – there are 3 ways to get a receipt into Concur.
- Add a picture using the Camera on your phone in the app (not best option) It requires you to keep the receipt until the expense hits your card – can be 2-3 days in some cases.
- Add a picture from your Library (RECOMMENDED) Take a picture with your phone of the receipt when you incur the transaction. The photo will be in your photo library on your phone.
- Add from Available Receipts (Advised when you receive an email copy of the receipt) Forward an email copy of a receipt to receipts@concur.com from your Central email and it will be loaded in your Available Receipts
- Additional Fields you may be required to fill in are
- Purchase Order – If your purchase is of inventory that we are selling. This does happen from time to time. Your Expense Type will be Spot Buy. When you select Spot Buy, you will be required to enter the Purchase Order number in the Purchase Order Field.
- Attendees – If your expense is for meals, you must also enter the attendees that were at the meeting.