Expense view listing each expense chronologically not grouped by report

[sbischoff]

In order to audit my expenses against my credit card statement, I need a view that lists my expenses chronologically with a column showing the expense report it is associated with and the status of that report.   

I can only find a view that lists the reports.  Then I have to download each report into an excel spreadsheet to get what I'm looking for.  This is tedious and time consuming. 

I've used other platforms that give users the option of reviewing by report or by expense, with filtering, sorting and download abilities. 

Is this a limitation of Concur or the services chosen by my employer?

[asansolo · Accepted solution]

Hi @sbischoff , thank you for posting your question in the Community. To get an excel download of your expenses to compare to your CC statement, open up the expense report you want to reconcile in SAP Concur, then you can click the download icon all the way to the right of the screen.

This will download an excel sheet that is named the same as your expense report, and lists all of the expenses in your report which you can sort however you like. You can also use the arrows next to the column names in your expense report to sort your expenses in chronological order by transaction date.

This will allow you to reconcile on screen or if you sort before downloading, the report will download and the expenses will be listed in that order. If you are looking to have multiple reports download at once to recon across all of them, you would need to go into each expense report and download each one and then you could combine from there.  I hope this helps but if you have any additional questions, please let us know!