Concur - Itemizing Expenses
This guide has been updated for OneCard and the 2025 version of Concur.
Korinne Dizon
23 steps
2 minutes
1
Navigate to Concur and open the report with the expense to itemize. If you need help creating a travel report, see [this guide](https://scribehow.com/shared/Concur__Create_a_Travel_Report__Yqmk7UAaQA-WyIankGeqZA).
2
For meetings and meals with multiple people, select *"Meetings (513910)"* as the **Expense Type**.
3
Indicate that the meal includes alcohol.
4
Click *"Itemizations"*
5
Click *"Create Itemization"*
6
To itemize the alcohol portion of the expense, select *"Meeting Alcohol/Unallowable Expense (513920)"*
7
Enter the total alcohol cost.
8
In the comment field, enter a note that the itemization is for alcohol.
9
Click *"Save and Add Another"*
10
Now, you must itemize the non-alcohol portion of the meal.
11
Select *"Meetings (513910)"*
12
Enter the total non-alcohol cost. This is usually the remaining unitemized amount.
13
Enter a comment.
14
Click *"Save Itemization"*
All meals must have a list of attendees.
15
Click *"Details"*
16
Click *"Attendees"*
17
Click "Add"
On this screen, you can add individual attendee details. If your meeting had more than five attendees, you can add 2 through this screen to satisfy the system requirements and then attach a PDF list of the attendees as an additional receipt image.
18
Enter the individual attendee information.
19
Once you've added all of the attendees, click *Save.*
20
Click the "Comment" field.
21
Type "Attendee list attached."
22
Click "Comment24/500Attendee list attached."
23
Click "Save Expense"
Concur - Itemizing Expenses
This guide has been updated for OneCard and the 2025 version of Concur.
Korinne Dizon
23 steps
2 minutes
1
Navigate to Concur and open the report with the expense to itemize. If you need help creating a travel report, see [this guide](https://scribehow.com/shared/Concur__Create_a_Travel_Report__Yqmk7UAaQA-WyIankGeqZA).
2
For meetings and meals with multiple people, select *"Meetings (513910)"* as the **Expense Type**.
3
Indicate that the meal includes alcohol.
4
Click *"Itemizations"*
5
Click *"Create Itemization"*
6
To itemize the alcohol portion of the expense, select *"Meeting Alcohol/Unallowable Expense (513920)"*
7
Enter the total alcohol cost.
8
In the comment field, enter a note that the itemization is for alcohol.
9
Click *"Save and Add Another"*
10
Now, you must itemize the non-alcohol portion of the meal.
11
Select *"Meetings (513910)"*
12
Enter the total non-alcohol cost. This is usually the remaining unitemized amount.
13
Enter a comment.
14
Click *"Save Itemization"*
All meals must have a list of attendees.
15
Click *"Details"*
16
Click *"Attendees"*
17
Click "Add"
On this screen, you can add individual attendee details. If your meeting had more than five attendees, you can add 2 through this screen to satisfy the system requirements and then attach a PDF list of the attendees as an additional receipt image.
18
Enter the individual attendee information.
19
Once you've added all of the attendees, click *Save.*
20
Click the "Comment" field.
21
Type "Attendee list attached."
22
Click "Comment24/500Attendee list attached."
23
Click "Save Expense"
