Adding Expenses to an Expense Report | Scribe

    Adding Expenses to an Expense Report

    • Gwen Hall-DiFabio |
    • 0 step |
    • 2 minutes
      From the **Expense** page in an expense report, select **Add Expense.**
      In the **Add Expense** window, select the expense(s) from the **Available Expenses** tab by clicking the check box next to each expense to include in the report. This list will include corporate card expenses and receipts entered via e-receipting, the mobile app, email, or upload.
      Select **Add to Report** when you've added all appropriate expenses.
      The expense now displays in the report. Check the box next to the expense and select **Edit** to open the **Expense Detail** window and continue working with the expense.

      Sorting Expenses

      In the **Add Expense** pop-up, select the column you'd like to sort from the **Available Expenses** tab in ascending/descending order. Look for the black sort arrow indicating the column is currently sorted.

      Deleting an Expense

      If you accidentally pull the wrong expense into your expense report, delete it by checking the box to the left of the expense and selecting **Delete**. This action will move the expense back to **Available Receipts**.
      The **Confirm Delete** window will display. Select **Delete from Report** to delete the expense from the expense report.

      Manually Matching Corporate Card Expense and Receipt

      In many instances, Concur will automatically match a receipt and a corporate card charge once both are in the system. If auto-matching does not occur, the receipt and the corporate card charge will display as separate items in Available Expenses. A Duke CC payment type that does not show a picture of the receipt in the Receipt column means no receipt is attached to the charge. A Pending Card Transaction payment type means Concur has identified a receipt that hasn't paired to a corporate card expense sent in from Bank of America.
      Select the items to combine. If Concur allows them to match, the **Combine Expenses** button will be available.
      Select **Combine Expense** to pair the two items.
      Once you combine the items, the **Expense Type** displays as corporate card, ExpenseIt, and the image of the receipt displays.
      If you or Concur make a mistake and combine a receipt and a corporate card expense in error, click on the expense type column to open the **Expense Source** pop-up.
      Select **Separate.**
      Confirm that you want to separate the items by selecting **Separate**. The two items will display as separate items on the **Manage Expenses** list.
      Visit [concur.duke.edu/training](http://concur.duke.edu/training) for a library of Quick Reference Guides and other resources.
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