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I have a few business expenses on my personal card from a recent business trip. I see info that I need to add my personal card to Concur, but following the directions to do so do not work for me.
When I go to profile--> expense credit cards, only my corporate card shows up and there is no option to "add new personal card" as shown in the instructional post.
How do I get reimbursed for these expenses?
Thank you.
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@dpalmer no need to add your personal card. Just create a new expense report. Once created, you can use the Add Expense button. On the Add Expense screen, you will have two tabs: New Expense and Available Expenses. Be sure New Expense is selected. You will see a list of expense types, select the appropriate expense type, fill out all fields marked as required, attach the receipt and Save. Repeat for all other expenses.
What I just explained is called creating out of pocket or cash expenses. Once the report is fully approved, you will receive the funds.