Typically Concur will add transactions directly to the appropriate Company Billed Statement (CBS) report automatically. However, sometimes transactions might be added to your Available Expenses queue instead of on a CBS report. When that happens, the transaction will need to be manually added to an existing Statement Report or to a new Statement report based on the transaction date. For e.g. if you have a compromise on your Pro-Card and have been issued a new Pro-card with a different card number during a statement period, you may need to manually add the transactions from the new card to a separate CBS report in Concur.
Logging In
Navigate to any web browser.
Access Concur by logging in through our website at Travel Services and clicking “Login to Concur Travel & Expense.”
Company Billed Statement Report
From the Concur homepage, click on the Expense tab.
Scroll to the Available Expenses section of the page.
Click the dropdown arrow and select All Purchasing Cards from the dropdown menu.
Click the checkbox beside all the Pro-Card transactions.
Click the Move drop down menu to the right of the Available Expense list and select the appropriate statement report based on the date of the transaction.
If these transactions are due to a new Pro-Card being issued after a compromise on your Pro-Card, you would click the Move dropdown and select To New Report. Concur will create a new CBS report with the last 4 digits of the new Pro-Card for the statement that the charges apply to.
The new CBS Report Header will display. Enter an account number if your default account number is not displayed, then click Next at the bottom right of the page.
Click No to the pop-up message asking if you will be claiming per diem and/or lodging expenses on this report.
Proceed to reconcile the new CBS report as you would normally.
Additional Support
For help with Company Billed Statements, contact pcard@uconn.edu .
For additional reference material, refer to the Training and Resources page located on the Travel Services page
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