Concur - Create a Non-Travel Report
Korinne Dizon
22 steps
55 seconds
SAP Concur
1
Navigate to <https://us2.concursolutions.com/home> Your username will be your BU email.
2
Click *Create Expense Report.*
3
For the **Report Type**, select *Employee Non-Travel.*
4
Enter a descriptive name for the report. You do not need to put your name in the report title.
5
The start date for the report should be the first day of the month that the expense was incurred in.
6
The end date for the report should be the last day of the month that the expense was incurred in.
If you are creating this report before the end of the month, you will need to wait until after the last day of the month to submit it.
7
The **Cost Object** will default to your home cost center. You may need to change this. If you are using an account that starts with a "9", add two preceding zeros. **Example:**\ **00**9090001238
8
For the **Cost Object Approver**, always select *CAROL DESIMONE* unless otherwise specified.
9
Click **Create Report.**
Here, you will be able to add card transactions or out of pocket expenses to the report.
10
Click "Add Expense"
11
To add a card transaction, click **Select from Available Expenses**. A screen with your unassigned card transactions will appear and you can select the ones you would like to add to the report.
12
If you have out-of-pocket expenses to submit for reimbursement, you can click **Manually Create Expense**.
13
Search for the applicable expense type.
14
Enter the date of the transaction on the receipt.
15
Enter the name of the vendor as it appears on the receipt.
16
Enter a brief description of the expense.
17
Enter the amount as it appears on the receipt.
18
Indicate if there is tax on the receipt. If yes, another textbox will appear where you can enter the tax amount.
19
Select Questrom's address.
20
Attach all relevant receipts here.
21
Click *Save Expense*.
22
Submit the report.
Concur - Create a Non-Travel Report
Korinne Dizon
22 steps
55 seconds
SAP Concur
1
Navigate to <https://us2.concursolutions.com/home> Your username will be your BU email.
2
Click *Create Expense Report.*
3
For the **Report Type**, select *Employee Non-Travel.*
4
Enter a descriptive name for the report. You do not need to put your name in the report title.
5
The start date for the report should be the first day of the month that the expense was incurred in.
6
The end date for the report should be the last day of the month that the expense was incurred in.
If you are creating this report before the end of the month, you will need to wait until after the last day of the month to submit it.
7
The **Cost Object** will default to your home cost center. You may need to change this. If you are using an account that starts with a "9", add two preceding zeros. **Example:**\ **00**9090001238
8
For the **Cost Object Approver**, always select *CAROL DESIMONE* unless otherwise specified.
9
Click **Create Report.**
Here, you will be able to add card transactions or out of pocket expenses to the report.
10
Click "Add Expense"
11
To add a card transaction, click **Select from Available Expenses**. A screen with your unassigned card transactions will appear and you can select the ones you would like to add to the report.
12
If you have out-of-pocket expenses to submit for reimbursement, you can click **Manually Create Expense**.
13
Search for the applicable expense type.
14
Enter the date of the transaction on the receipt.
15
Enter the name of the vendor as it appears on the receipt.
16
Enter a brief description of the expense.
17
Enter the amount as it appears on the receipt.
18
Indicate if there is tax on the receipt. If yes, another textbox will appear where you can enter the tax amount.
19
Select Questrom's address.
20
Attach all relevant receipts here.
21
Click *Save Expense*.
22
Submit the report.
