Handling Out-of-Pocket Expenses

Users can add out-of-pocket expenses to a Travel or Non-Travel expense report. Available expense types vary in each report. The personal mileage expense type is only available in a Travel expense report. Please see the Mileage Reimbursement QRG for instructions.

Alysha Cieniewicz
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Receipts Submitted via Concur Mobile App or Email to receipts@expenseit.com

If you submit the out-of-pocket expense receipt via the Concur Mobile App, email via Expenseit, or upload a receipt, you will see a picture of the receipt in the Receipt column. Receipts go through an optical character recognition process (OCR), which pulls data into the expense report that users can validate while creating an expense report.

From the **Manage Expenses** page, select **Add Expense**. From the dropdown, select **Available Expenses**.

On the **Add Expense to Report** window, select the expense(s) from the **Available Expenses** tab by clicking the check box next to each expense. Select **Add to Report**.

To view the source information, select the **Payment Type**.

In the **Expense Source** window, the source details will appear. In the Source field, you can view how the receipt came into Concur.

The expense displays in the **Manage Expenses** screen. You will see the receipt image displayed under the **Receipt** column. Review any exception messages that are displayed. If you need to edit the expense, check the box next to the expense and select **Edit** to open the **Expense Detail** screen.

In the **Expense Detail** screen, review the populated information, and complete all required fields (\* red asterisks). Use the drop-down menu to change the expense type if necessary. The **Destination City** should be in City/State format. Select **Save Expense**.

You can view your receipt image to the right and validate the correct information. If you need to add supporting information to the expense, select **Add** at the bottom of the receipt image and upload the other documentation. Once completed, select **Save Expense**.

Creating an Out-of-Pocket Expense without a Submitted Receipt

From **Expense**, select **Add Expense**. Select the **Manually Create Expense**.

You can search for an expense type by typing the name of the expense type, selecting your **Recently Used** expense types, or scrolling through the list of available expense types.

Complete all required fields in the **New Expense Detail** screen (\* red asterisks). Select **Add Receipt** to upload the receipt from your desktop or use the drag-and-drop functionality.

Once uploaded, a picture of the receipt will appear on the **Expense Details** page. Double check to make sure the **Amount** matches. Select **Save Expense**.

In the **Expense** screen, notice the message at the bottom of the screen indicating the expense has been saved. You will also see a picture of the receipt under the **Receipt** column.

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