FREQUENTLY ASKED QUESTIONS
In our effort to constantly improve your experience, we have made some major changes to Concur Expense. Our goal for this update is to improve usability, reduce time on task, and increase accessibility. To improve usability, we made the experience more modern and consistent. This will make completing an expense report more straightforward and intuitive. To reduce time on task, we've automated as much as possible and streamlined the entire process. Finally, with these improvements, Concur Expense will be accessible to all users – regardless of physical or cognitive ability.
Where will I see these changes?
What if I need help with the new Concur Expense experience?
Our hope is that the transition to the new experience is seamless enough that training isn’t required. We've prepared this user welcome page to provide more information about what's changed and why.
How do I view past expense reports?
In the new Concur Expense, active reports appear by default, but you can easily view past reports. From the View drop down list, select one of the predefined options, or define a custom date range.
Where can I find the expense source information?
We have simplified the source information you need to complete an expense report. Now, receipt information is available in the Receipt column and card information can be found in the Payment Type column, which makes it easy to see which expenses are still waiting for more information. The rest of the source information that used to appear as icons is now available by clicking on a line item.
When I submit a report, why are multiple report totals displayed?
There are a variety of ways expenses can be paid for and reimbursed. For example, your company can reimburse you, page your corporate card bill, or collect payment from you for non-reimbursable expenses. When you submit an expense report, Concur Expense shows totals that cover all of these different scenarios.
How do I delete an expense from an expense report?
You are now able to delete individual expenses from an expense report as well as delete multiple expenses at once. When deleted, sources that came through the Available Expense section will be sent back where they can be deleted if allowed by your policy.
How do I add multiple receipts (or multiple images of a single receipt) to a single expense?
How do I know if I need to itemize an expense?
Once an expense is saved, you will see an alert in the expense view (or in the expense report view) if your company requires itemization for that expense.
How can I tell whether I have already added itemizations?
How do I add attendees to an expense?
How will I know that I need to add attendees to an expense?
Once you save an expense, you will see an alert in the expense view (or in the expense report view) if your company requires attendees for that expense. Your company set-up may be configured to show this alert only after you submit an expense report.
Looking for more detailed information about how to use the new Concur Expense experience?