Concur CALIFORNIASTATEUNIVERSITYCHICO KE DALL HALL ROOM208 FINA CIAL .
CALIFORNIASTATEUNIVERSITYCHICOFINA CIAL SERVICESACCOUNTS PAYABLEK E DALL HALL ROOM208CH ICO , CA95929-0243530-898-6426www .c such ic o.edu/apConcurReference GuideExpenseTable of ContentsTravel Expense Report . 2Creating an Expense Report . 2Adding Expenses to the Expense Report . 3Travel Credit Card/Ghost Card Charges . 3Out-of-Pocket Expenses . 5Private Car Mileage . 6Itemizing Expenses. 7Allocating Expenses . 9Attaching Receipts . 10Scanned Documents . 10Emailed Receipts . 11Images Captured with Concur App . 11Special Travel Situations. 12International Travel . 12Non-Employee Travel. 14Expensing Cash Advances. 15Submitting an Expense Report . 18Acting as a Delegate. 19Printing an Expense Report. 21Providing Support for Chancellor’s Office Reimbursement/CPO . 22Reviewing the Approval Workflow . 23Correcting and Resubmitting an Expense Report . 24Sept 20211
Travel Expense ReportAll CSU related travel for faculty and staff must have an approved Travel Request before an expense report canbe created.Per CSU Travel Procedures, Section IX; A "Travel Expense Claim must be submitted to the campus TravelReimbursement office within 60 days of the end of a trip unless there is recurrent local travel, in whichcase Claims may be aggregated and submitted monthly."Please be aware Approved Travel Requests will automatically close on day 61 after the travel end date. In orderto submit a late expense report the request will have to be re-opened. The request will not be re-opened untilexception approval has been obtained from Division VP and CFO.Creating an Expense ReportTo create a report:1. Either:Click Request on the header toolbar, and then select Expense under the Action column of the approvedRequest. Recommended route – reduces data entry.----SAP Concur I§]l\.o1anaQe Requestsn.cquc:.bNew ReqJestE: p::mcTravelApp CenterQuie t SearchActive Requests (4)ReciuestNarreDDOReque,t NomeRequestlDrecelpth0:el 1est3J.4KuR.:.ceipl Testngdcmesti:nStolusNo1 SubmitL'"' fnec;:uest Dotes .Date Submitted)6126.'2(18nemoiring . .Total Approved. . 18 865.00!865.CO 365.0JEloenSEXJ27,'2C18recept t t lntern.iional)6118'2(18A3&. 13J.4HAction 300.00Xil27,'2C18)6124,'2 (18Cut1111tn ll. Ma.rt-i110U1 111:1 tl S2((10 Bearn:WthlOf.2I!'2( 18Appr'O'tedJ6/11.'2C18corrvnera: jOb-feQUlled trelnl,gl0f1l'2C 18OROn the home page, on the Quick Task Bar, place your mouse pointer over New, and then click Start a Report.04AuthorizationHellu, SA Tr dve lerRequestsALERTS00AvailableExpenses06OpenRepo sStut a qequestStut a Repat2. If you don't create the expense report from the approved request then you will need to link theapproved Request to the Expense Report by clicking the Add button.2
HeaderReport KeyReporVTrip NameAre you travelling to a banned state?IHTrip TypeTraveler TypeHT rip PurposeFood3IHTravel start DateTravel c:: 24 hrs?Travel End DateHIs this trip going to be reimbursed by theHPersonal Dates of Travel-If none enter NA Chancellor's Office?3ProgramIHComments ToffromA )provers/ProcessorsBusiness UnitH IIDepartmentaassProjectRequestsDRequest NameRequest IDRequest TotalCancelledAmount Approved Amount RemainingNote: A linked request will fill in most of the required fields. Complete the remainder of therequired fields (marked with red bars) to proceed.1Field NameDescriptionIs this trip going to be reimbursedby the Chancellor's office?Chancellor's office will reimbursefor any part of the trip expenses and thedepartment needs to make sure thatreimbursement occurs.3. When all header information is complete click Next. You can begin building your ExpenseReport.Adding Expenses to the ReportThere are various ways to add expenses and compile a complete expense report. Overall, the goal is to reflectall costs associated with a trip, regardless of payment method.Travel Credit Card/Ghost Card ChargesYou can add Concur Travel card transactions to an expense report in these ways: From the open expense report (Import Expenses) From the Available Expenses section (Expense Manage Expenses)3
.1. From the open expense report, click Import Expensesa. Verify or update the Expense Type classification of the imported credit card transactionsmal mlm!!IExpe"lsesD III utP'l&2016-0)06fl&.20I60 i-AmourwE.,.OT\'1)0Pa rking()6116,2()16Car Ren t.alei c rp11g Bu fbar JO&r16.201GQ«A:::i'"abeExce �············Des·n .nD0HotelAirfare601.A"h.-, A,rttrvS,0v. Aeclu.tea c .&22 UULOI Aro,3168 "-g rrio06'16,\!o160I1·sa 896·s e21MNla !'Bruktul. C6 Bult)a , i,; LLC.]E c Oc:ollE lpem-c TypeBURBANKA.RPORPDl'loorROCK & B'lEWS CA - . o;,,,.,,,Dau i:Tree Hc:nebS,.\.0LJBour«HotelTI- EB 'ST 8'."l. DMl' lrLAH KG DA!C.A"ID Q .Pa!kl/'gDinrereeeDale Mlounl06'16 0. ' 6.2106'21'20.SJ0.00CG.'2V '2Q.0&'20'1!0.6' 6.00OS,'20120. S.08.0006/ ll''lQ.S' 0.132. From the Available Expenses section, select each transaction that you want to assign to thecurrent expense reporta. Click Move and select the related expense report.C,I CONCURHelp .RequestsExpenseApprovalsIApp CenterProfile . . . .Manage Expenses''''''.' -------- -- --------- ----- --- - ''0Exceptions00Exceptionstesting. Reason Codes: QuesJ.IO()ab/eExoensesAVAILABLE EXPENSES Expense DetailExpense Type Motorcycle Deal ers SeattleUndefined Osteopaths SeattleUndefined Membership Clubs (Sports, Recrea S .Undefined Duty Free Store SeattleUndefined Service Stations ( with or witho SeattleFuel for Rental Cars TAN SeattleAirfare Lumber and Building Materials St Se.Undefined Automobile Parking Lots and Gara S .ParkingSou rceeeeeeeeDate 0510312016testingSeattle Conference0510712016 20.1205107/2016 46.3405107/2016 34.0205/08/2016 79.190510912016 5397705/09/2016 27.260510912016 37.40b. The expense is moved and appears on the left side of the expense report, with any applicableicons.c. Verify or update the Expense Type classification of the imported credit card transaction4
Out-of-Pocket ExpenseTo add an out-of-pocket expense to an Expense Report:1. From the open report, click New Expense.-- mmreceipt test international, E :oenses 1 Exp-R«.-. "'-"'II- ·-Rl' . IC IIc - - - - - - - - - - - - - - - - - - - - - -,Adtin9Newl:xpMJ. 1tO Recently Used Exoe'1se Types----A Expe'lse Tyoesn1. r,.1ExpenH106.Hoop111 1ity06.Clnl Elpl'II .""""·--Olhet A t- o 5:aoor,,,yTHm.lG o,.c, Tre.-.1U ,"-l "'JC M lttltmllllT. IFax?itl-C.Llleao,UJ. T. l po U.IIOftTOTAL'-MOUNT 0.00TOTA.I.Ill 0.002. On the New Expense tab, click the appropriate expense type. Each expense type will have their ownset of required fields and configuration.3. The page refreshes, displaying the required and optional fields for the selected expense type.4. Complete the required and optional fields. Click one of the following: Save Itemize - to itemize the expense and classify as two different expense types (i.e. dinner andparking) Allocate - to allocate the expense between various chartfields as applicable Attach Receipts - to upload and attach receipt images Cancel - to exit without saving this expenseSea ttl e TripExpense sOl oa1e ,IReque1ted lEJ pen., \, d-d'." .c ,: ; w,7:x : :"- om ,co-, --- ,.-,------ -- Q (;;iOffice W arehou,.,, Seattle, wau.irS68-23Availllble R eceipt9ExpenseTY9ft ---------------- -- ILP -· ---- I I c· p- - · i -E :::J Sf§fi§M\i lele R epo TIlrnilr---- :- · · 1 l p;,' :: : , 1- IDPe sonal Expense (do not reimbtwse)TOTAL REOUESTI::D 68-23CSU and campus specific audit rules are integrated into the system. When adding an expense thatrequires a certain action an alert message will appear: Warning-& eligible to continue and submit. Hard Stop-0submission.cannot move forward and must make correction prior to5
Personal Car MileageYou must register a car for the applicable mileage type in order to be reimbursed for mileage. SeePersonal Car section for instructions on setting up your vehicles.To Create a Car Mileage Expense1. With the Expense Report open, on the New Expense tab, select the Personal CarMileage Expense Type. The mileage form will open with the required and optional fieldsdisplayed including the Mileage Calculator link.2. Complete all required and optional fields as appropriate.3. Click the Mileage Calculator link and review and update the route as appropriate. If roundtrip mileage should be calculated, click Make Round Trip.4. Click Add Mileage to Expense.5. Click Save.New ExpenseAvailable ReceiptsView Reimbursement RatesI Expense TypeIPe rson al Car M ile ao l vToloca,tionITransaction DateFrom loca!ionI3 E:::J:1 10611 912018Distance : AmountPayment TypeOut of PocketUSO000Comments To/FromApprovers/ProcessorsMileage Rate TypeI Iv ]P ers onalNumber of Passengers[o3Disl!mce to Diite:]Mileage CalculatorDAvoid TolsWayprnmsDlsfandAvoid Highways[ Seattle, WA, USA,@ [Tacoma, WA. USA} - - - - k;alculate- Rguteir33.5MI PersonalMake Round TripDireaionsSuggested routes:1-5 S 33.6 mi - about 38 minsWA-167 Sand 1-5 S 38.0 mi - about 44 minsVashon Islandp"'t33.6 m1 - about 38 m:n.,rrD1Head southwest on Madison St toward 4th Ave 197 ft2.Tum right at the 1st cross street onto 4th AveDeduct CommuleTOTAL PERSONALOOM IAuburn. /Covmgton/lakeMonon-Berrydal1@)305 ft3. Tum right at the 1st cross street onto Spring St 0.1 miIJKent'VTOTAL BUSINESSUniversi tyPlace33.5 Ml 11Sb gle@)Cancel6
Itemizing ExpensesUse the Itemize feature to account for transactions that should be charged to multiple expense types(accounts codes). Itemization should be completed prior to Allocation (charging to multiple chartfields).To itemize a general expense:1. Add the expense as usual and then click Itemize (instead of Save). The expense appears on the left side of the page, along with the message Adding NewItemization. The name of the New Expense tab changes to New Itemization.2. On the New Itemization tab, select the expense type that applies to the first itemization. Thepage refreshes, displaying the required and optional fields for the selected expense type.3. Complete the fields as required.4. Click Save. The newly created itemization appears on the left side of the page, below the expense. The total amount, the itemized amount, and the remaining amount appear on the rightside of the page.5. For each additional itemization, on the Itemization tab, select the appropriate expensetype and complete the appropriate fields.Once you have itemized the Total Amount of the charge, the Itemization tab is replacedby the New Expense tab.To itemize a hotel expense:A hotel bill typically contains a variety of expenses including room fees, taxes, parking, meals,telephone charges, and personal items. You must itemize these expenses so that they can bereimbursed correctly.To create a lodging expense:1. With the Expense Report open, on the Expense tab, select the Hotel Expense Type. Thelodging form will open with the required and optional fields displayed.2. Complete all required and optional fields as appropriate.3. Click Itemize. The expense appears on the left side of the page; the Nightly LodgingExpenses tab appears on the right side of the page.4. Use the calendar to select the check-in/out date. The number of nights appearsautomatically.5. Enter the Room Rate, Room Tax, and Additional Charges.6. Click Save Itemizations.If there is a remaining amount to be itemized (other charges, for example, for parking or meals), theremaining amount is displayed in the Remaining field on the right side of the New Itemization pane.Continue to itemize the amounts until the balance is 0.00.7
Cl!mlml?IB!I View Expenses.,, s----- lD . · I, . , H - - -. l ,. . I2015-10-132015-10- 12OHotelHillonHotels. Seattle, WashingtonS14.00S14.00S1 ,234.00S1 ,23400- - - - - - - -,.-il :Ma- .- D.l INumber of Nigh 117llL 2 01 - " - - - I ·IRecurring Charges (each night) 2015-10-09DinneJDinner PlaceS51.33f:46.00 2014-10-29OfficeSuppliet568.23e,e,-N11 ,1hlt)'Lodgingfxllenses lCheck.mOo1t.1 2015-10-0Sl 1temizatioosaie1equiredforthis enllyA (I @ OfflceWarehoos.e,Seatllie .WashingtonS5 1.83"'·"Room TuI Room Ratec iOlherRoomT.u:1OlherRoomT.u:2Room rate and taxes will be shown as separate expensesAdditional--------------------- 1,368.06Charg s(Heh night)L JIV Ir : anexpens.etype Ml i::fl · : fl I cancel 1,368.06Seattle TripI NewExpense JI 0uuExpenses jDeleteRepo,1lmportExpenses Expenses v ! Expense1 . . .Receipb Details mmmm:iAmountI-5 14.00201s.10-1251,234.0051,234 .00S134.005134.00 1300 1300S134.00S134.00HillonHotels, Se att1e, Washinglon2015- 10-0S2015- 10-DSHoletT.u:5 elTilX5 13.005 13.002015-10-12Pafllin,;i528.00528.002015- 10-062015-10-062015- 10-072015-10-072015-10-032015- 10-082015-10-092015- 10-092015-10-102015- 10-102015-10-11HoletT.u:S13.00 13.00S13400513400HoletTax 13005 13005134.00S134.00Hotel Tax513.005 13.00513400513400HoletTaxS13.005 13.00513400513400Hotel Tax2015-10-125 13005 130059.002015-t0-1352800TOTAL AMOUNTSl,368.06I· «Requested2015-10-13- -0Pnnt/Email Expef'ls.eIShow ExceptionsII NiQhlty l od!lll'IQExl)enses ITotal Amount; S1 ,234 00 I llemil.ed: 51,234 DO I Remaining; SO 00-ExpeflteTypeTr " "' "" " · D " - - L( "- - ---- l vl1 2015-10-12Business PurposeVendor""IIl I l - - - - - I I-;;;;;;;;;;;;;; PiymenlTypeSeattle Washingtonl. , ,, -0 0Company PaidComment,, Hl ------ I59.00528.00TOTAL REQUESTEDSl,368.06Changing Rates During StayNightly rates can fluctuate during your stay, however the system can only build recurring lines with oneamount. Choose the rate that is reflected most often in your hotel stay and use that as the room rateand tax amount for your itemization. Once itemizations are saved you will get a message that theitemizations need additional work.Excepti:onO The ilernizati o11 arno ur1ls. do r1ol ad d up to Ille expense amount.Choose the night where the rate is higher/lower and adjust to the correct amount. Choose Save when thechange has been made and continue adjusting other nights if necessary. The exception will go away once theexpense amount total is fully itemized.Ex e eg Ov te 02/01/20190pense TypeHotel ffiltiAmount 600.00I-View «Reques 615.0002/03/2019Hotel 205.00 205.0002/02/2019Hotel 205.00 205.0002/01/2019Hotel 205.00 205.008
Another option to enter Hotel is to enter each night separately, this is done by using day-to-day in the “Checkin Date” and “Check-out Date”. Entering each night stayed separately. Once the expense for that night iscreated, you can Copy the charge. Adjust the date and Save to add another line with the same amount. Norecurring charges will be entered this way.H@AElll l;IIxpe ses Expense TypeDateAmoimtUVrew «Requ estedAllocating ExpensesThe Allocations feature allows you to allocate selected expenses to multiple chartfields. Thisshould be performed after the Itemization if allocating to multiple expense types.To allocate:1. With the report open, to create or edit a single expense, click Allocate at the bottom of theExpense tab.11111 ( ate )[ttach Receipt ) [ Cancel JITo allocate multiple expenses, select the appropriate expenses on the left side of the page, andthen: Click Allocate the selected expenses on the right side of the page.OR Click Details Allocations.The Allocations for Report window appears. The total expense amount, the amount allocated,and the amount remaining appear in the Allocations section.Allocations for Report: Seattle TripE pense Ls:XAllocarionsAlocate Selected Expenses1151 - R - § Yffr 1 ·MExpen&eAmount2015-10-09Business 234 002014-10-29OfficeSupi ·IM§:M EMff§-ij', 'hi:&D Percentage,ooCompany(10) United StalesTotal: 234.00 DepartmentAllocated: 234.00 (100%)Mfalbid i fc-f Cost Center(300) Sale sRemaining:S0.00 (0%)ProjectCode10-300-3030(3030) MidMa . 6823- ,u , 'C.ocel0 Af"· - .- ,- ,,/ " ,,"' ,; , \ '" 2. From the Allocate By dropdown list, select Percentage or Amount.3. Add as many allocations as necessary. You can adjust the amounts and percentages. Thetotal amount must be allocated 100%, otherwise an audit rule is flagged and you will not be9
able to submit the report.4. Click Save.5. For the confirmation message, click OK. Click Done. The allocation icon appears with the expense. If the expense is 100% allocated, theicon appears with the expense. If the expense is not 100%icon appears next to the expense.allocated theAttaching ReceiptsUploading Scanned DocumentsFiles scanned and saved to a folder on your computer may be uploaded directly into an Expense Reportusing the following steps:Scan the documentation into a .png, .jpg., .jpeg, .pdf, .html, .tif or .tiff file; 5 MB limit per file.1. With your transaction open, select Attach Receipt.-;TnJI.Ht-.O JI. SMfOWAMOUNfS96.01fO'W.JI.EOVfS-1 0S96.01.2. Browse your computer to find the scanned document.Attach ReceiptXClick Browse and select a .png, .jpg, .jpeg, .pdf, .html, .tit or .tiff fi le for upload. 5 MB limit per fi leNo Receipt? Cre ate a missing Re ceipt Afidavit hereFile Selected for uploading:Burleson Amazon 487.91.pdfOr choose an image from your Ava ilable Receipts.Ava ilable Receipts3. Click Attach.10
Using Available Receipts LibraryUsers can upload images to the Available Receipts library which stores the receipt until the user isready to attach it to an Expense Report. Receipts can be uploaded to Available Receipts usingvarious methods.Email Receipts to your Concur Profile1. Before emailing receipts to the Available Receipts library, you must submit your emailaddress for verification in the Personal Information section of your Profile.2. Click Profile Profile Settings. The Profile Options page appears.3. On the left-hand side of the screen, click Personal Information.4. On the Personal Information screen, scroll down to the Email Addresses section and clickAdd an Email Address.5. Follow the below steps to verify your email address:a. Once you have saved an email address, click Verify.b. Check your email for a verification message from Concur.c. Copy the code from the email message into the Enter Code box next to the emailaddress.d. Click OK to submit the code and complete verification.6. Prepare an email to receipts@concur.com, attach the images, and send the email. Theavailable file formats are: PNG, JPG, JPEG, PDF, HTML, TIF, OR TIFF.Receipts Captured with Concur AppAny receipts captured using the Concur app will automatically place the images in your Available Receiptslibrary and can be attached as described below.To Attach a Receipt Image to An Expense Entry Using Available Receipts1. In the Expense Report, select an expense entry to open it in Detail view.2. Click Receipts View Available Receipts.3. Select the appropriate image to attach in support of the expense. The receipt icon will turn fromyellow to blue once attached.11
Special Travel SituationsInternational TravelInternational, Alaska & Hawaii trips will require Travel Allowance itineraries to be created toutilize GSA per diem amounts, which are used as ceiling amounts for related expenses.1. To build your trip itinerary, click the Details dropdown and click on New Itinerary under theTravel Allowances section.[ New ExpenselImport ExpensesIDetalls IPrint I Email Receipts ReportExpensesD.I Date [ Expense TypeReport HeaderTotalsAdding New ExpenseAudit TrailNo Expenses FoundApproval FllowCommentsA ll ocat ion sAllocationsTrave l AllowancesI· . , , ,- 1111 ! ""1 0.:IAlf.lII2. The Travel Allowances window will appear allowing you to build your trip itinerary. On theCreate New Itinerary tab, enter the first leg of your trip and click Save.3. Continue entering all legs of the trip and click Save. An itinerary should consist of at least2 legs; one leg for departure details and a second leg for your return details.o xTra vel Allowances For Report: receipt test internationalEdit ItineraryAvailable ItinerariesExpenses & AdjustmentsReimbUBable Allowances Surrr m1ryItinerary InfoItinerary Namel receipttesl iniematiooal111111 De-partureCity S8crame1110, ew lr,nerary SwpA rriva l CityA rriva l Rate LocationRome, ITALYROME, ITALY06/1812018 05:00 PMIDeparture CityRome, ITALYnmeDate0612 1120188:00AMAnival CiySacramento. Ga!ifomiaE[gJ 0612112018---- 5:00 PMGo to Single Day HinefBlleS4. When all portions of the trip are entered, click Next.-12
5. On the Available Itineraries tab, you can view the itinerary that you have assigned to this trip.o xTrave l Allow ances Fo r Report: receipt test internationalCreate New l!ioenlryAv11 l 11ble ItinerariesExpenses & AdjustmentsReimbun.llble Albwances Summ11ryAss igned It inerariesIDepartl.m!CityII] Arrival CityDate and Time Date and TimeI Arrival Rate Locat ionO Itinerary: receipt test tntemat1ona1S11cramen10, Califomi1106/ 18120 18 08-00AMRome, ITALY06/Hl/2018 05·00 ROM E, ITALYRome , !TA.LY06/2 11201 8 08-00AMSacramen10, Californi1106/2 1120 18 05:00 SACRAMENTO COUNTY, US-.Ava ilable ltinerar esIcurrentIItinerariesHj AnivalCityI [).ate and Time Departure City0Itinerary: Hawaii receipt hotel test0Itinerary: Hawaii receipt hotel testSatl'!lmento, CalifomiaHonolulu , Hawail o.ateandTimeI Aniva l RatelocationHonolulu, HawaiHONOLULU, US-HI, USSacramento, CaliforniaSACRAMENTO COUNTY, US-.6. Click the Expense & Adjustments tab to mark any meals which were provided during your trip,and then click Update Expenses.o xTra vel Allowances For Report: receipt test internationalCrea te New ltinertnyShow dates fromIAwiilable ltineranesI -- l l "IDate/Location Expenses & Ad;ustmentsIReimbur tl:ble Allow tine es Summ&ry1 1-Breakfast ProvidedILunch Prov idedIDinner Provided06/1812018Rome, ITALYElEl06/1912018Rome, ITALYElElI!".']06/2012018Rome, ITALY!'lEl!'l06/2112018ElEl!'lRome, ITALYIElR@Lf:-fiCancel7. You can begin adding either out-of-pocked expenses and/or Corporate Credit Card transactions toyour Expense Report.13
Converting Foreign Currency Transactions1. With the Expense Report open, click New Expense, and then enter the appropriateinformation in the required and optional fields (required fields are indicated with a red bar).2. For the Amount field enter the amount spent in foreign currency. The correct currencyshould populate based on the City of Purchase information you entered. If needed, youcan change the "spend" currency from the list to the right of the Amount field.3. Expense calculates the amount in USD.4. If expense amount is already in USD, enter amount in Amount in USD field and it will calculatethe foreign amount for you.5. Complete the remaining fields as appropriate.ce ipt test internationa l[ New Expense jExpenses, IDate lmpon ExpensesDetl!n Delete ReportReceipts Poot I Email 'Aew l, Expense Typeif II \h&i 1AmountJRequested ]«A d din g N e w Ex pen '"- - - - - - - - - - - - - - - - - Expense TypeI - - - - - - - - - - - - - - - - - - - - - - - - - -A, ,. ., ,. R K - 1ntem 11tion11/ Alask11 &H a wnCitYofPurth11seIv I IIL - ITA LYAmountTransaction DateEnter Vendor NameIos11 91201sIIPa mentTvoel 0u1ofPocke1X Rate {USD 1 EUR1L 2 , ,. , 1 1 1. t 6037282"'Amount in USOII 2734ICommerns To/FromApprover 1Prote SOr ITOTAL AMOUNT 0.00TOTAL REQU ESTED 0.00I-[ llemiZe11Alloc!lte11A1111thRece t11Qinc e lINon-Employee TravelStart by opening up the approved travel request for the Non-Employee to record reimbursableexpenses. Select Create Expense Report.SAP Concur[I----RequestsH TravelExpenseApprovalsResearch confere nce 1,370.00ApprovedIApp CenterProfile More Actions vI4ifCreate Expense ReportRequest ID: 4NXVRequ est Details vPrinVShare vAttachments ) v14
Select the Report Details hyperlink and select Report Header.KlSAP ConcurRequestsTravelExpenseApprovalsApp CenterManage Expenses-0Alerts: 1Research conference 0.00 iiiiNot SubmittedIReport DetailsVID - - " rtReport HeaderPrint/Share vManage Receipts vTravel Allowance vIEnsure that the Policy field reflects “*CSU-Non-Employee Expense Policy.” Complete the new fieldsbelow and double check all report header elements. The chartfield can be updated if needed,comments added at the bottom, etc.Report HeaderR searcn conferenceso ooPolicy *I"CSLO Business Unit for Supplier *Report IdNon-Employee Expense Policy246DA53D0F9F413C9799Non-Employee Name *Report/Trip Name *[ Research conferencem]Trip Purpose *[ Presentation] ------------------- Destination City/ StateTravel End Date *Travel Start Date *v[08/23/2021Persooal Oates of Travel-If none enter NA *NA1 JI 08/25/2021Did they travel to a banned state? *NoIf Student, did they travel w/facuity?YesAfter header is updated, click save and add all related expenses to be claimed by the non-employeetraveler.Expensing a Cash AdvanceIf you had a cash advance issued, you will need to expense the cash advance with your expense reportfor the associated trip the advance was used for.15
To Expense a Cash Advance (Fully utilized)1. Click on Requests, Active Requests, find the request you are ready to expense and clickon Expense located under Action.SAP Concur Support1 1Manage RequestsRequestsTravelNew Req uestExpenseApprovalsReportmg App Center,,,,.w e,waQ uick SearchActive Requests (1)DOHelp I4lifCloaet1nactivale RequestBegins WithRequest NameDIProfile Request NameReq uest 10Stat usRequest Oates 3367Approved08/05/2018WACUBO Santa Barbara, CA 8/5819Date Submitted07131/20 18Total Approved a .S1 ,325.00Remaining .S1,325.00S1,325.00ActionExpense08/09/20182. Finish completing the Report Header and click Next.3. At the bottom of the report you will see Outstanding Advance. This should be theamount you received for the cash advance.SAP ConcurSupport1 1Manage ExpensesRequestsTravelExpenseApprovalsRepomng ]Import ExpensesExpensesDDate .IHelp Profile IWView Cash AdvancesWACUBO Santa Barbara, CA 8/5-8/9[ New ExpenseApp CenterDetails Receipts AmountJAdding New Expenseitf§f;WPrint/Email Vtew Expense TypeDelete Report«R- - .! edJNew Expense - - - - - - - - - - - - - - - - - - - A " ' l a ble Re e'-'lpl '-----,Expens, TypeITo create a new expense. click. the appropnate expense type below or type the expense type in the fiefdabove. To edit an existing expense. click the expense on the left side of the pageNo Expenses Found01 . Travel ExpensesHotelIncidentalsLaundryOther AccommodationOUTSTANDING ADVANCE 100.00 C,TOTAL AMOUNT 0.00TOTAL REQUESTED 0.00Team/Group Travel02. Perso nal Car Mileag e4. Continue to enter your expenses as normal. When you enter an out of pocket expense, theoutstanding cash advance balance will reduce.16
I'--------------------'---INew ExpenseAvailable ReceiptsExpense TypeTransaction DateI Parking/TollsIoaros1201aAmountCity of Purthase------I 1 3000Payment Type' o u t o f Po c ke t Jv IEnter Vendor NameJ'- Jl IWACUBO Santa Barbara, CA 8/5-8/9[ I- - - - - - - - - - -INew ExpensejImport ExpensesDetails Expensesp Jl.,Expense TypeJ. oate Adding New Expense 08/0512018Receipts PTint / Emall Vtew AmountJ.ParkingrToll s«:Requested ]S30 .00S30 .00Comments To/Froml pprovers/ProcessorsI-[ Itemize ] [ Alloc ate ] [ Attach ReceiptJ (OUTSTANDI NG ADVANCE"--.) TOTAL AMOUNT 70 .00 ., .,., 30.00TOTAL REQUESTED 30.00If the Outstanding Advance balance is zero, then the cash advance has been fully utilized. Ifyou have additional out of pocket expenses, you will receive the balance yo
Printing an Expense Report 21 . Motorcycle Dealers Seattle Undefined Osteopaths Seattle Undefined Membership Clubs (Sports, Recrea S . Undefined Duty Free Store Seattle Undefined Service Stations ( with or witho Seattle Fuel for Rental Cars TAN Seattle Airfare Lumber and Building Materials St Se . Undefined
Concur Invoice clients can use the Invoice Pay by SAP Concur service to automatically pay their supplier invoices. An additional service allows client to use SAP Concur to generate checks for their suppliers. Invoice Pay provides the following benefits: Fully Managed: The entire invoice
WELCOME TO CONCUR TRAVEL MANAGEMENT SYSTEM Welcome to the Concur User's Guide. This guide is designed to provide you with the information you need to successfully use Concur and includes the following topics: Overview of Concur Creating Travel Requests Requesting Advances Approving Travel Expense Reports
1 25 Tips & Tricks for Concur Expense Boost your Spendtelligence with best practices, tips and tricks for Concur Expense. From the Best Practices Dashboard to configuring approval flows to online Help menu in 21 languages, this eBook covers everything you need to know to get the most out of your Concur solution. 25 Tips & Tricks for Concur
May 23, 2018 · On the SAP Concur home page, on the menu, click Travel. On the SAP Concur home page, on the menu, click the SAP Concur logo. The Flight tab (or Air / Rail tab) is on the left side of the page. Step 1: Start the Search 1. Depending on your company's configuration
SAP Concur Release Notes Page i Invoice Standard Release Date: March 16, 2019 SAP Concur Client FINAL Update 2: Wednesday, April 3, 12:00 PM PST SAP Concur Release Notes Invoice Standard Mon
Concur Invoice Release Notes Page 3 Concur Standard February 2013 Concur Clients Once you set the schedule, click the Select Format tab and type the required code provided by QuickBooks into the QuickBook Liability Account Code text box: After Setup – Changes to the Vendor Import Template Within Vendor Manager, th
Remember to update your TSA information in your Concur Travel profile. This includes your middle name or initial, date of birth, gender, and redress number if applicable. Next, save your Concur Travel profile! How to Book Your Trip There are 4 easy steps to book Southwest Direct Connect in Concur Travel. Step 1 Provide your flight search parameters
I am My Brother’s Keeper (2004) As our New Year’s celebration draws near, I once again find myself pondering the enigmatic story that our tradition places before us at this time—the story of the Binding of Isaac. Once again, I walk for those three long days with father Abraham and ponder the meaning of his journey with his son to the mountain. And once again, I find fresh meaning in the .
