How Do I Add an Attachment in Concur?

You can add an attachment to a Concur expense report, request, or other document by following these simple steps:

Adding an Attachment in Concur

1. Open the relevant document: Go to the Concur website or app and open the expense report, request, or other document where you want to add an attachment.
2. Locate the attachment section: Look for the "Attachments" section or a button labeled "Add Attachment." This can vary slightly depending on the specific document type and Concur version you are using.
3. Select the file: Click on the "Add Attachment" button or the designated area to browse your computer or device for the file you want to attach.
4. Choose the file: Select the file from your computer or device and click "Open" to upload it.
5. Confirm the upload: Concur will usually display a progress bar indicating the upload status. Once the file is uploaded, you will see it listed in the "Attachments" section.

Example: Adding a Receipt to an Expense Report

1. Open the expense report: Go to the Concur website or app and open the expense report you want to add a receipt to.
2. Click "Add Receipt": Locate the "Add Receipt" button or the designated area for adding attachments.
3. Select the receipt file: Browse your computer or device and select the receipt image or PDF file.
4. Upload the receipt: Click "Open" to upload the receipt file.
5. Confirm the upload: The receipt will appear in the "Attachments" section of the expense report.

Tips for Adding Attachments in Concur

• File types: Concur typically supports common file formats like PDF, JPG, PNG, and DOCX.
• File size: Be mindful of the maximum file size allowed by Concur. This limit may vary depending on your organization's settings.
• Descriptive filenames: Use clear and descriptive filenames for your attachments to easily identify them later.

By following these steps, you can easily add attachments to various documents in Concur.