Creating an Expense Report (Condensed Version)

Logging In

1. Navigate to any web browser.

2. Access Concur by logging in through our website at Travel Services and clicking “Login to Concur Travel & Expense.”

3.  

OVERVIEW
Follow the steps below to guide you through completing your Expense Report. If those steps are completed and you have alerts on your report, view the Common Alerts and How to Clear Them guide. If you would like to view the longer step-by-step guide, please view our Creating an Expense Report (Detailed Version).

STEPS FOR COMPLETING YOUR EXPENSE REPORT

1. Log into Concur and click the Request option from the Home dropdown in the upper left
   hand corner.

2. Click the approved Request and click the Create Expense Report button in the upper
   right hand corner.

3. Click Add Expense and check off the expenses that pertain to this trip and click Add to
   Report. If you paid out of pocket, click Create New Expense to manually fill in the
   expense information.

4. Create your Travel Allowance Itinerary by going to the Travel Allowance dropdown and
   selecting Manage Travel Allowance. Once on the Allowance page, click Create New
   Itinerary in the upper left-hand corner.

5. Click Next twice after creating your itinerary and it will take you to the Per Diem meals
   page. This will look like a page with several check box options for your meals. If you are
   claiming actual meals (meaning you paid for all meals with your Travel Card) click the
   Exclude All check box in the upper left-hand corner. If any meals were provided by the
   conference, please check which ones so that the per diem can be adjusted.
   NOTE: Regardless of your selection, you will need to check off USE PERCENT RULE check boxes
   for each day going down

6. Add receipts, expense types, and itemize hotel lodging expenses if applicable.

7. Make any allocations (this includes any Travel Awards you receive) if needed and press
   Submit Report.