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Sangamitra
New Member - Level 2

Need to create expense form

Can someone please help me with creating an expense form. Thanks in advance.

4 REPLIES 4
PoojaKumatkar
Frequent Member - Level 2

Hi @Sangamitra ,

 

Role Required - Expense Configuration Administrator (unrestricted) 

 

Find below steps to create expense entry form and link to expense:

 

PoojaKumatkar_1-1748959058202.png

 

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

Thanks!
Regards,
Pooja
Sangamitra
New Member - Level 2

Where do i find this ''administration'' field?

PoojaKumatkar
Frequent Member - Level 2

Hi @Sangamitra ,

Without having required roles permission you won't be able to access configuration.

 

If you don't have required permissions, then I would suggest you to reach out to your company Concur Adminstrator and get these things done if they have access. 

Else raise a support ticket with Concur for this requirement.

 

 

Thanks!
Regards,
Pooja
KevinD
Community Manager
Community Manager

@Sangamitra Are you looking to create an expense report or expense claim? I think that is what you mean since your profile in SAP Concur is Expense User only. 

 

Within the SAP Concur tool, we do use the term "forms", but is in regards to an administrative task, so that is why you received the response you did from @PoojaKumatkar . 

 

I checked your profile and I see that you have signed in to SAP Concur. When you sign in, click the Home option in the upper-left corner. From the menu, under Applications select Expense. On the next screen, look for a Create New Report button. See screenshot. This is how you create your expense report. 

 

KevinD_0-1749077108785.png

 


Thank you,
Kevin
SAP Concur Community Manager
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