Business Meeting Expense Details

Business meetings are those meetings where the host serves food and beverages, and the primary purpose is to discuss Duke business. The business meeting expense type (charged to G/L account 696000) is available on travel and non-travel reports. This expense type requires additional information to explain and document the business purpose of the meeting.

Alysha Cieniewicz
13 steps
26 seconds

Click [here](https://duke.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=e4b7e5fa-8bad-4236-8956-b40f011aff40) to watch a 2 minute and 8 second video demonstrating the steps below.

From the **Expense** tab, select the transaction by clicking the box to the left and selecting **Edit**.

In the **Expense Details** screen, select the **Expense Type** field.

Use the drop down to select the appropriate expense type.

Complete all required fields (with red asterisks\*\*\*\*\*). The **Location** should be in City/State format. Per Duke policy, users must identify the attendees. Select the **Attendees** hyperlink and review the *Adding Attendees to an Expense Quick Reference Guide* for specific instructions. Once you've added attendees, check the box to confirm. The expense type also requires an agenda which you can add by selecting **Upload New Receipts.** Users must confirm that an agenda is attached. Select **Save Expense** once the data entry is complete.

If the Receipt is not Attached

From the **Expense** page, select the **Attach Receipt** icon to attach the agenda and the receipt.

In the **Add Receipt** window, select **Upload New Receipt** to select a receipt from your desktop.

Once loaded, a picture of the receipt will appear under **Receipt** on the **Expense** page.

Once a receipt is attached to the expense, on the **Expense** screen, select the receipt image. From the **Receipt Image** pop-up window, select **Add**. This action allows you to add an additional image to the expense.

In the **Add Receipt** window, upload the agenda by selecting from the available images or uploading an image by selecting **Upload New Receipt**.

Once you've added the agenda, notice the page numbers have changed. You can also view the agenda using the scroll bar to the right of the receipt.

To confirm you've attached the agenda, open Expense Details and check the box confirming the addition of the agenda. Select **Save Expense**.

Continue working on the expense report until receipts are attached and all pertinent information is entered based on the expense types used in the report. Select **Submit Report** to submit the expense report or **Ready for Review** to alert the employee that submission is needed if you are working as an expense delegate.

Visit [concur.duke.edu/training](http://concur.duke.edu/training) for a library of Quick Reference Guides and other resources.