Concur - Create a Travel Report
This guide has been updated for OneCard and the 2025 version of Concur.
Korinne Dizon
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39 steps
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2 minutes
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Navigate to Concur from [ppo.buw.bu.edu](https://ppo.buw.bu.edu)
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Click **Create.**
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Click **Start a Report.**
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Since this is for travel, select *Employee Travel* for **Report Type.**
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Enter a descriptive name for the report. You do not need to put your name in the report title. **Example:**\ \[Event\] \[Month/Year\]\ "HBS Conference July 2025" **Do NOT use vague titles:** \ "Spring Expenses"\ "Grad Event"\ "Research Trip"
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Select the appropriate **Trip Purpose**.
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Select the appropriate **Travel Classification**.
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Select the appropriate **Traveler Type**.
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Enter the start date of the trip.
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Enter the end date of the trip.
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Select the **Destination**.
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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
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For the **Cost Object Approver**, always select *(U44431860) CAROL DESIMONE* unless otherwise specified.
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Unless your report charges a grant, select *No*. Grant account numbers will always start with a "95".
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Click "Create Report"
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In the next screen, click *Add Expense.*
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If you are submitting out-of-pocket expenses for reimbursement, select *Manually Create Expense*.
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Select the appropriate expense type.
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The **Transaction Date** should be the date on the receipt.
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Enter a brief description of the expense in the **Business Purpose** field.
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Enter the vendor's name exactly as it appears on the receipt.
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Select the **City of Purchase**.
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Enter the exact amount as it appears on the receipt. An exception would be if you were only requesting a partial reimbursement. In that case, enter the reimbursable amount and add a comment below explaining why it is a partial reimbursement.
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All expenses will need a receipt. Click *Add Receipt*.
A receipt is a confirmation of payment. Invoices, order forms, quotes, etc. are **not** receipts. A receipt **must** include (1) the date of purchase, (2) the vendor's name, (3) the total amount charged, (4) the payment method.
You can add as many receipt images as needed. Meals require an itemized receipt, a credit card receipt, and a list of attendees (if the number of guests would make it cumbersome to individually add them in Concur). If a purchase required special exemptions, attach a PDF of the written confirmation. For example, if the expense was approved by BU Sourcing to charge to the OneCard when that is not the primary purchasing method.
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Click *Upload New Receipt.* A file selection dialogue will appear.
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Click *Save Expense*
If you are adding expenses charged to your OneCard, follow the steps below.
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Click *Add Expense*
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Click *Select from Available Expenses*
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Any available card transactions will appear in this screen. Follow the same steps above to enter details and add receipts. Some details will be pre-populated. *(Unfortunately, I don't have any card transactions at the time of this guide's creation.)*
If you need to change anything in the report header, follow the steps below.
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Click *Report Details*
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Click *Report Header*
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Here, you will see the same screen from the creation of the report.
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When you have finished adding all of the expenses for the trip/event, click *Submit Report*.
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Click *Submit Report* again.
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Click *Accept & Continue.*
Your report will go to your supervisor for approval, Carol Desimone for school-level approval, and Travel Services for University-level approval. To check the status of your report, see the steps below.
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Click *Expense Reports.*
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Submitted reports will be green and show whose queue it's in for approval.
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If you need to make any changes to the expenses, open the report and then click *Recall Report.*
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Click *Yes.*
