How To Do An Expense Report In Concur

28 Jan, 2021

Then I created a new expense report. Complete all required fields those with red bars and the optional fields as directed by your company.

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The Reports Ready for Processing query runs by default when you open the page.

How to do an expense report in concur. The expense report page appears. You have two options. Those reports will contain information for all those employees who report to that approver.

From expense tracking to receipt capture to reimbursement SAP Concur solutions takes the pain out of expense reporting. Upload receipts right to expense reports. Another option is to add at each line item.

Concur Travel and Expense will automatically load. Mar 05 2013 From the Concur mobile app under Expenses I could see two corporate card transactions. Select the report you would like to approve.

This can be done on the expense entry form or by using the attach receipt images screen or using the receipt store. I am not sure about the single line expense reports. To review the details of a specific expense click.

We are recommending Business Coordinators request their department head or Dean set them up as report delegates in their profile. When imported into an expense report the P-Card auto-receipt will show in the Receipts field of the Expense Detail page. Use the View dropdown to display the expense reports you have approved and if desired narrow the list to a specific time frame.

In this case click the Details tab and select New Itinerary. The fields that appear on this page are. Once on your Approvals Home page use the sub-navigation bar to click Reports.

This will open a. To create a report. Nov 23 2020 To Submit an Expense Report for Non-Profiled Payee.

The expense report will appear. The easiest option allows for a bulk upload of all receipts attached to the report not assigned to an individual line item. By tapping on the one that had undefined information meaning it was missing some info like business purpose I selected Type assigned an expense type like transportation lodging other and saved it.

All approvers in Concur can run reports. Apr 29 2016 3. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy.

Some P-Card receipts from JP Morgan-Chase are now automatically attached to GW users expense lines in Available Expenses. You may not be able to do this but it is worth a shot. How to Run Concur Reports System Members.

Click New If you are also an Approver click New and then select Start New Report. Oct 31 2019 The processor can search for an expense report on the Process Reports page using the Find every report where area and can run default or saved queries. At this point you will likely either.

Click Expense and then click Create New Report. Take a test drive Download. Start your trip expense report by filling in the header and clicking Save.

1 Select and click the Report Name to begin review 2 Click on the Details drop down menu and Select Report Header to review the trip details 3 Click Save or Cancel to exitReport Header screen In the Report Header you can review the details of the report such as the purposefor the travel the start date and end date of the trip and any comments. Search for an Expense Report Based on Entered Criteria. The page refreshes displaying the required and optional fields for the selected expense type.

Thanks to the COVID-19 pandemic response uncertainty is the new status quo. Read the procedures There are several ways to access your approval queue in Concur. Create a New Expense Report Once you have logged into Concur you are ready to prepare a new expense report.

See below for instructions. If you can go to Reporting Analysis Analysis -Standard Reports Administration Billed Transaction Reconciliation select the date range you want and click Finish. With the report open click New Expense.

Initially the Process Reports page is blank. If there are no other expenses on the report you may not need to click New Expense On the New Expense tab click the desired expense type. If you booked your trip through Concur or through Christopherson Business Travel your itinerary is already available.

This will provide the Business. After Creating A New Report in Concur click the Type of Report dropdown and select CU Non-Profiled Payee. Even as we start to put the short-term effects of recent events in the rear-view mirror the long-term effects have accelerated the need for businesses of all sizes to digitize and automate their finance operations.

Safety How YouTube works Test new features Press Copyright Contact us Creators. In Concur make your way to your Approvals Home page one way to get there is by clicking Approvals from the top navigation bar. One way is to use the buttons located in the upper right.

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