Concur Payment Type Guide
- Nehal Gupta
- Alyssa Wojcik
Payment types are one of many ways expenses can be categorized. Understanding the different payment types, what they mean and how you can interact with them will ease the creation of expenses and expense reports.
Individual expenses can have multiple lines in the Available Expenses section of a user’s profile. There are two main categories of payment types, Actual Expenses & Supporting Documents, which breaks down into the Payment Types visible in Concur. Matching expense lines can and should be combined to create one complete expense line, that can be added to an expense report. Concur will attempt to match expense lines automatically, but manual intervention is sometimes needed.
Table of Contents
Actual Expenses
Actual expenses are what you typically think of when picturing expenses hitting a Concur profile. These are the real expenses, where money is being charged against a credit card. You should be able to tell if an expense line is an actual expense by looking at the Payment Type, Expense Source and Amount. Actual expenses have an Expense Source of ‘Corporate Card’, and use the following payment types:
UConn Individual Travel Card
UConn Central Airfare Card
UConn Pro-Card
Pro-Card transactions should automatically generate and be added to a Pro-Card Report. If Pro-Card expenses appear in the Available Expenses section, and cannot be added to a Pro-Card report, please contact pcard@uconn.edu for assistance.
Supporting Documents
Supporting documents contain information associated with an expense but are missing the actual charge. These often serve as placeholders for future travel, or receipts for recent travel. You should be able to tell if an expense line is a supporting document by looking at the Payment Type and Amount. Supporting documents always have payment type of ‘Pending UCONN Individual Card Transaction’, may show an estimated value for amount and uses the following expense sources:
Reservation
Reservations are typically delivered before travel has occurred and contain the estimated amounts to be charged.
E-Receipt
E-Receipts are typically delivered after travel has occurred and contain the final amount that will be charged.
Combining Expense Lines
Actual Expenses and Supporting Documents often arrive in a user’s profile at different times. Concur will attempt to combine the two types together if it can identify a common link. If Concur is unable to combine the different expense lines, users will have to do so manually. Expense lines will also fail to combine if one line has already been added to an expense report. An example of both Payment Categories in an Available Expenses section looks like:
To combine the expense lines, select them using the checkbox field on the far left, and click the Combine Expenses button at the top of the table. Successfully combined expenses should look like:
Additional Notes
Pending UCONN Individual Travel Card payment types (supporting documents) can be deleted. If you have already submitted the Actual Expense portion of an expense, you may delete the supporting document expense line. Please be aware that supporting documents may contain information you will be asked to provide, to support your purchase.