Any expenses you had prior to creating your Monthly Expense report will need to be added to your report. After you create the report, any new expenses will automatically add to your monthly expense report.
This article describes how to add expenses to an expense report in the Concur smartphone app. To learn how to add expenses to an expense report on the desktop site, click here.
1. Click on Expense Reports.
2. Click on the correct Expense Report.
To learn how to split an expense between different departments or expense types, click here.
3. Select the Expense you'd like to code.
4. Click Add Receipt.
5. Select your Receipt from your camera, photos, or your stored receipts in Concur.
6. Select the correct Expense Type code.
7. Enter the Business Purpose.
8. Select the correct Department code.
9. Press Save.
The Department will default to the department you work directly in. If the expense should be coded to a different department, make sure to change it.
10. Once you've coded all your expenses, review your totals and confirm everything is correct.
11. Click Submit.
12. Press Submit.
Your report has now been submitted and is pending your Manager's approval.
