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SAP Concur is a leading cloud-based provider of integrated travel and expense management solutions. Our easy-to-use, web-based and mobile solutions adapt to each employee’s preferences and scale to meet the needs of companies large and small. No matter what size the organization, we help control costs and save time. As part of the larger SAP family, and through our experience, expertise, and partnerships, our solutions help every business run its very best.

How do I create an expense report in the desktop version of Concur Expense?

SAPConcurTeam
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SAP Concur is the system you will use to submit your incurred business expenses. When your Concur profile has been created, you will receive an email notification that provides you with your login ID and a temporary password. When you are ready to login to Concur, go to: www.concursolutions.com. You will enter your Username (login ID) and the temporary password. Upon your first login, you will be prompted to change your password.

 

One of the main tasks you will perform in Concur is creating and submitting expense reports that will include all your business expenses for a given period. These expenses include company card transactions (if you have been assigned a company credit card) and out-of-pocket expenses (business expenses paid for on your personal credit card or with cash).

 

To create an Expense Report on the web or desktop version of Concur:

  1. When logged into Concur, click Expense at the top of the screen.
  2. From the Manage Expenses screen, click the Create New Report tile.
  3. You will be taken to the Report Header screen.
  4. Enter a report name. Note: Your company may have a certain naming convention you need to follow.
  5. Complete any other required fields on the Report Header. Required fields will be denoted with a red bar or red asterisk.
  6. Click Next.
  7. The report is created. If you have company card transactions, they will be shown under the Available Expenses section.
  8. Select all company card transactions that should be on the report by clicking the checkbox to the left of each card transaction.
  9. Once all transactions are selected, click Move.
  10. Select To Current Report. The transactions will be added to your report.

Once you have added your company card transactions, you will likely see some red circles or what we call exceptions on the line items. This means there is some additional required information you need to provide. The exceptions will be listed above the entry line items. You will see brief explanations of each exception and what action needs to be taken to correct the exception.

 

If you have out-of-pocket expenses or business expenses you paid for on your personal credit card or with cash, follow these steps to add them to your report.

  1. Click New Expense.
  2. On the right side of the screen you will see a list of available expense types.
  3. Select the appropriate expense type.
  4. Fill out all required fields denoted by a red bar.
  5. Click Save.

Your company will have requirements for receipts to be attached. Please click How do I upload receipts to Concur (NextGen UI)

for instructions on attaching receipts to expenses.

 

Once all expenses are added and receipts provided, you will submit the report. Your report will go through approvals (the number of approvals depends on your company’s configuration) and eventually payments will be made to reimburse your company card or to reimburse you for any out-of-pocket expenses.