All incoming expenses will be automatically placed in reports marked "Not Submitted".

[Riaz23]

Hello

i have expenses from beginning of April but they're not being placed into a report so i can start attaching receipts and submitting 

when will they be placed in a report do i have to create a report? if so how?

fairly new to claiming expanses, usually i just go into report but these are sitting in available expenses  

[PoojaKumatkar]

Hi @Riaz23 ,

• In SAP Concur, expenses are not always added to a report automatically.
• Your expenses are currently sitting under Available Expenses because no report has been created yet (or auto-assignment is not enabled).

What you need to do:

• Go to Expense tab
• Click Create New Report
• Enter required details (report name, dates, etc.) >> Save
• Click Add Expenses >> Select from Available Expenses 
• Select the expenses
• Click Move / Add to Report
• Fill in required details >> Save

After that:

• Attach receipts
• Review expenses
• Submit the report

Note:

• Auto-placement depends on company configuration
• Some companies require manual report creation every time

If this answers your query, then please mark solution as accepted.

[cjmarimo]

Hello @Riaz23 ,

Manually

When expenses arrive (corporate card, e‑receipts, ExpenseIt, etc.), they are first placed in Available Expenses and wait for you to manually add them to a report if you do not have Expense Assistant enabled.

To create an expense report and then move those available expenses into it:

Step by step (web):

1. Go to Expense → Manage Expenses
2. Click Create New Report
3. Complete the required fields (report name, purpose, dates, etc.)
4. Once inside the report, click Add Expense
5. Select the Available Expenses tab
6. Select the expenses you want to include
7. Click Add to Report
8. You can now attach receipts and submit the report.

Another way to attach expenses to a report is starting from Available Expenses

Step by step (web):

1. Select the expenses you want to move to a report
2. Open Move
3. Choose New Report (which creates a new report), or move them to an existing report.

Automatically with Expense Assistant

For this to work, your Concur administrator must have enabled the option
“For Expense Assistant, allow users to opt out or to use.”

Expense Assistant automates the creation and maintenance of expense reports by automatically adding Available Expenses to a report.

The system can be configured in different modes:

• Calendar-based (monthly):
  Automatically groups expenses by period (usually monthly) and adds them to the corresponding report.
• Trip-based:
  Links expenses to a trip booked in Concur Travel and adds them to the trip expense report.

It does not move older expenses indefinitely: there are rules (for example, expense age limits) defined by SAP Concur.

BR,

cj