Expense Type
Tap the Expense Type and you will receive a list of available expense types. You will probably need to scroll up/down to find what you want.
Tap on the type to select it.
Tap Save.
Business Purpose
Tap the Business Purpose and you will be given a text box to type in the purpose.
Once you have typed the purpose tap Back
Tap Save.
Branch
Scroll down and Tap Branch and you will 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).
Tap on the branch and tap < Expense Detail to return to the expense screen.
Tap Save.
Allocation
Tap on Allocations at the top
Tap the + to add an allocation
Tap on Percentage and type in the % of the expense that will go to the first branch.
Tap on Branch.
Select the branch.
Tap Create
Repeat the process for the other branches to allocate to.
Tap < Expense Details to return to the expense entry.
Tap Save.
Receipt – Photo Album/Library
Tap Add Receipt at the top
Tap Attach via Photo Album/Library *RECOMMENDED*
Select the picture that you took of the receipt. You will be able to see a copy of the picture. Tap Done to use that image, Cancel to use a different image.
From the Expense Detail screen you will notice it will change to View Receipt indicating that the receipt has been attached.
Tap Save
Receipt – Camera
Tap Add Receipt at the top
Tap Attach via Camera
Line up the receipt in the window to take a picture of the receipt. Please note that the receipt will NOT store to your camera roll/photos on your phone. It will NOT be available later to add to something else if you make a mistake.
Once you have taken the picture if the highlighted area does not show the entire receipt, drag the dots on the corners to the corner of the receipt so the whole receipt is visible in the lighted area.
Tap Done
From the Expense Detail screen you will notice it will change to View Receipt indicating that the receipt has been attached.
Tap Save
Receipt – Receipt Store
Tap Add Receipt at the top
Tap Receipt Store You will only have receipts available in the receipts store if you have emailed a copy of the receipt to receipts@concur.com from your work email.
Available receipts will appear. Tap on the receipt that you need to attach to this expense.
A larger image of the receipt will appear, if that is the correct one, tap Select.
From the Expense Detail screen you will notice it will change to View Receipt indicating that the receipt has been attached.
Purchase Order
If your purchase was for inventory, and you selected Spot Buy as the Expense Type, you will be required to add a PO#
If you do not enter the PO number when you save, you will see an error message.
Scroll down and tap Purchase Order
Enter the PO number and tap < Back
Tap Save
Attendees
If your expense is for a meal, whether with a customer or Central employees only, you will need to add the attendees.
At the top of the screen, tap Attendees
Tap the + to add attendees
You have 4 options
Add from Calendar will allow you to select an appointment in your calendar where attendees are listed *probably not the best option
Select from Contact will allow you to choose from your contacts *viable option if you have the complete information in your contacts
Add Attendee Manually *probably BEST option
Search for Attendee *will only give you Concur users as options
Tap the Last name and Type the attendee’s Last Name and Tap < Attendee
Tap the Company Name and Type the Company Name the Attendee is from and Tap
< Attendee
Tap Save
Add additional Attendees
Tap < Expense Detail
Tap Save