Concur Expense Reports

Create an Expense Report

1. From the front page of Concur, select Start a Report.
   
2. Create a New Expense report and create the Report Header.
   1. Report Name
   2. Policy - *Rice Expense Policy
   3. Business Purpose Summary
   4. Report Type
      1. Business Meeting & Entertainment (BME)
      2. Non-Travel
      3. Non-Travel and Travel, BME - Domestic
      4. Travel, BME - Domestic
      5. Travel, BME - International
   5. Trip/Report Start Date
   6. Trip/Report End Date
   7. Comment - Additional Information
   8. Org - Select from Drop Down
   9. Fund - Select from Drop Down
   10. Guest to be Reimbursed - Yes/No
       
3. Click Next.
   
4. Will this report include Travel Per Diem? Y/N
   
5. Select an Account Code.
   
6. Enter:
   1. Transaction Date
   2. Business Purpose - Additional Detail
   3. Vendor Name
   4. City of Purchase
   5. Payment Type Cash/Out of Pocket
   6. Amount USD
   7. If this is a personal expense, check the checkbox.
   8. Comment
      
7. Click Save.
   
8. Click Attach Receipt
   1. Select a file to upload
   2. Attach an Available Receipt