Expense Error

[naimar]

I’m running into an issue while trying to submit my expense report in Concur. Although there is an approved travel request linked to the trip, the system is still flagging an error stating that the report does not meet the company’s travel policy and is asking for an approved request to be linked.  

[KevinD]

@naimar I am looking at your expense report and there is not an Approved Travel Request attached to your expense report. See screenshot. Also, I don't see any active travel requests at all for you. I did look at your Travel Request history and I see some from 2022 and 2023, which tells me you have created Travel Requests in the past. 

You are going to need to get a Travel Request created, submitted and approved to attach to the expense report. You may need to speak with your direct manager about this. 

Also, you might want to change the entry on your Site Visit report that is for a total of $8 to a different expense type. Right now it shows as Hotel, but it is an agency booking free. I mention this because Hotel expenses need to be itemized but agency fees do not.

[naimar]

Thank you for this information. I will go ahead and create a new expense report as suggested. However, I wanted to clarify that the approved travel request is under Dr, but the expense was paid using my company card.

Is there a way to link that approved request to my expense report, or would you recommend a different approach for submitting this expense?

I appreciate your guidance on how best to proceed.