Managing Expenses in Concur
Main Content
- Creating a New Expense Report - PDF
- Creating a New Expense Report as a Delegate - PDF
- Creating an Expense Report from an Approved Request - PDF
- Linking an Approved Request to an already created Expense Report - PDF
- Creating an Expense Report with Fixed Travel Allowance (Per Diem) - Video Time 03.01
- Deleting an Expense Report - PDF
- Adding an Out-of Pocket Expense to a Travel Expense Report - PDF
- Correcting and Resubmitting Expense Report - Video Time 01.18
- Itemizing Nightly Lodging Expenses – PDF
- Itemizing Expenses not Related to Lodging - PDF
- Allocating Expenses - PDF
- Working with Available Receipts - PDF
- Missing Receipt Guidelines - PDF
- Missing Receipt Affidavit Process - PDF
- Entering Personal Car Mileage - PDF
- International Per Diem and Reduction Calculator - PDF
- Converting Foreign Currency Transactions - PDF
- Working with Hotel Advance Deposits - PDF
- Recording a Hotel Advance Deposit - PDF
- Creating an Attendee Group - Video Time 01.27
- Attendee/Recipient Functionality - PDF
- Per Diem Offset - PDF
Managing Reports
- Printing & Submitting an Expense Report - PDF
- Adding a Delegate - Video Time 03.11
Approving Requests and Reports
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- Reviewing & Approving Requests - PDF (Box)
- Reviewing & Approving Expense Reports - PDF
- Reviewing & Approving Expense Reports - Video Time 01.21
- Reviewing & Approving Reports/Requests as an Alias - PDF (Box)
- Sending Back an Expense Report - Video Time 01.21
- Adding an Additional Review/Approval Step - PDF
Additional Approver Tools
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- Approval Quick Reference Guide - PDF (Box)
- Delegates and Special Review Approval Guide - PDF (Box)
- Workflow Approval Diagrams - PDF (Box)
- Update Cost Object/Approver - Adobe Sign
Employees should attempt to consolidate as many expenses into a single report for Non-Travel Expense reports and submit them once per month. Below are examples of Non-Travel expenses:
- Local (DFW area) Business Meals
- Personal Vehicle Mileage and/or Parking for travel within the DFW area
- Awards/Gifts/Prizes
- Office/General Supplies
- Seminar/Conference Registration
- Dues & Subscriptions