Creating an expense report in the Concur app is a straightforward process. Here's a step-by-step guide:
1. Log In to Concur
- Open the Concur app on your mobile device or visit the Concur website and log in using your credentials.
2. Navigate to the Expense Report Section
- Look for the "Expenses" or "Expense Reports" section within the Concur app. This may vary slightly depending on your organization's setup.
3. Start a New Expense Report
- Click on the "Create New Report" or "Add Expense" button.
4. Enter Expense Details
- Expense Type: Select the appropriate expense type from the available options (e.g., meals, travel, lodging, etc.).
- Date: Enter the date of the expense.
- Amount: Input the total amount of the expense.
- Currency: Choose the currency in which the expense was incurred.
- Merchant: Enter the name of the merchant or vendor.
- Description: Briefly describe the expense (e.g., "Dinner with client" or "Flight to New York").
- Receipt: Attach a digital copy of the receipt for the expense. You can typically upload receipts directly from your mobile device or take a picture of a physical receipt.
5. Add Additional Expenses (Optional)
- If you have multiple expenses, repeat steps 4 to add each one to the report.
6. Review and Submit
- Once you've added all expenses, carefully review the report for accuracy.
- Make any necessary adjustments to the details.
- Click on the "Submit" button to send the report for approval.
7. Monitor Approval Status
- You can typically track the status of your expense report within the Concur app.
Note: The specific steps and options may vary depending on your organization's configuration of the Concur app.
