Concur Travel and Expense Management Creating an Expense

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Concur Travel and Expense Management Creating an Expense Report Goods and Services

Concur Travel and Expense Management Creating an Expense Report Goods and Services

Expense Reports for Goods and Services • • • Sign into Concur at udel.

Expense Reports for Goods and Services • • • Sign into Concur at udel. edu/concur Select the Expense Tab Click Create New Report 1

Expense Reports for Goods and Services cont’d… • • Select UD – Goods and

Expense Reports for Goods and Services cont’d… • • Select UD – Goods and Services as the Expense Report Type All fields with a red strip are required to be completed Business Justification must be completed Once you have completed these fields, click Next • Your newly created report will open and you will see your Available Expenses listed on the right side of your screen 2

Expense Reports for Goods and Services cont’d… 3

Expense Reports for Goods and Services cont’d… 3

Expense Reports for Goods and Services cont’d… • • You may check the boxes

Expense Reports for Goods and Services cont’d… • • You may check the boxes to the left of each expense to choose the expenses you want to add to your report Select the menu on the Move button to move the expenses to the Current Report 4

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Expense Reports for Goods and Services cont’d… • Your selected expenses will now appear

Expense Reports for Goods and Services cont’d… • Your selected expenses will now appear on your report on the left side of the page 6

Expense Reports for Goods and Services cont’d… • • • Select each expense to

Expense Reports for Goods and Services cont’d… • • • Select each expense to review, edit and complete any required information All fields with a red strip are required to be completed Click Save 7

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Expense Reports for Goods and Services cont’d… • • To allocate your Expense Report,

Expense Reports for Goods and Services cont’d… • • To allocate your Expense Report, select the expenses that you wish to allocate Select Allocate 9

Expense Reports for Goods and Services cont’d… • • • You can allocate your

Expense Reports for Goods and Services cont’d… • • • You can allocate your expenses by Percentage or Dollar Amount You can search for Speedtype by code or text keywords Concur will begin to remember your “favorites” for future use • Click Submit Report at the top of the page when complete 10

Questions? • • • Ask. Concur@udel. edu/procurement Procurement Services 302 -831 -2161 11

Questions? • • • Ask. [email protected] edu/procurement Procurement Services 302 -831 -2161 11