General Navigation of the Home Page - Expense | Scribe

    General Navigation of the Home Page - Expense

    • Gwen Hall-DiFabio |
    • 0 step |
    • 20 seconds
    To access the Expense home page, select **Expense** from the Home drop-down menu or select **Available Expenses** in the **My Task** section of the home screen.
    Users land on the **Manage Expenses** page. The top of the screen displays active reports. Active reports are organized by status. A red status bar indicates an approver has returned the report for corrections. A blue status indicates the report is in a saved status and not in workflow. A green status means the report has been submitted, and the workflow step will display. Select any report to open it.
    On the right side of the page, select **Create New Report** to kick off a new report. Select **Active Reports** to view a down-down menu displaying options for viewing current and historical reports in a list display.
    Tip! Double click on any report to launch the report where you can Copy, Recall, or Delete the report depending on the report's status.
    In the middle of the Expense home page, users see the **Available Expenses** list which displays all available expenses including corporate card charges, e-receipts, and receipts submitted via ExpenseIt. Use **Available Expenses** to upload or drag and drop new receipts from a computer or an email attachment. The system defines valid file types. Users can also view receipt images previously loaded. Users can delete receipts if necessary. Select a receipt image to view a receipt.
    Tip! Check the box beside expenses to delete ExpenseIt loaded receipts or check two boxes to combine a receipt and an expense that did not automatically pair. It is important to note that users cannot delete corporate card expenses or e-receipts.
    Alert! Concur highlights receipts attached to an expense with an icon. Select the icon to display and make changes to the receipt data.
    Click **All Expenses**.
    Tip! If an employee has more than one Corporate Card, select **All Expenses** to view expense for a specific card.
    At the top of the Expense home page, select **Card Transactions** to specifically view corporate card transactions.
    The default view provides a list of all corporate card charges from the past 60 days. Select **Card Activity** to separate transactions by card.
    Select **Transaction Date** to display transactions for a specific time period.
    Please Note: Charges not included in an expense report display as a default. When selecting Transaction Date, all transactions will display based on date. If they have been included in an expense report, information on the report displays.
    Add corporate card transactions to an expense report by selecting the transactions, using the **Add Charges To** drop-down, and selecting **Add Selected**.
    Visit [concur.duke.edu/training](http://concur.duke.edu/training) for a library of Quick Reference Guides and other\ resources.
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