When the Amex cuts off, AP will send out the same Excel sheet with all of your expenses that they have in the past.
Open the Excel File
Compare the total on the report to the total of the expense report you’ve created.
- If it matches, you’re ready to submit
- If it does not match, you will need to compare your transactions on the expense report in Concur with that of the Excel sheet provided to you by AP. You can not continue until your expense report in Concur MATCHES the file sent to you by AP.
Click Submit Report
- If there are any errors in the submission (missing information) you will be prompted to correct the errors before submitting. You will also see the errors at the top of the screen.
- If there are NO errors, you will receive an “are you sure” message. Tap submit.
Reply the email you received from AP with “Submitted on Concur”.