Expense Type
Click on the expense on the left side under expenses.
On the right side, use the drop-down menu to select the correct expense type. Concur will suggest an expense type based on the information from the charge, but many times are wrong.
Business Purpose
Enter the Business Purpose
Branch
Use the drop-down box to select the branch the expense relates to. You should only be given a list of the branches you have available to allocate your expenses. EVERY expense must be allocated to at least 1 branch. If your expense relates to more than 1 branch, you must select a branch and then allocate the expense (see the Allocation section).
Allocation
Click on Allocate at the bottom
Click Add New Allocation until you have the correct number of allocations showing.
Change the Branches to show the branches the expense should be allocated to and click Save
Attaching Receipts
Click on Attach Receipt at the bottom
Available Receipts will appear. Click on the Magnifying Glass to see a larger picture of the receipt to be sure that you have the right one.
Click the check box to select the receipt and click Attach.