You do not have to send your receipts electronically to Concur, you can still send them manually by emailing them directly to your SSC or travel processor or dropping them in a designated Shared Folder if preferred.Southwest_405.62_ would be an ideal file name for an airfare receipt.
CONCUR EXPENSE PDF
Saved photo or PDF images of receipts that you plan to email or upload should be named in a manner that will easily identify the receipt expense, i.e.They do NOT get automatic notifications when receipt images are loaded and available for them to reconcile in Concur. Please be sure to ALWAYS let your SSC or travel processor know when you have uploaded or submitted receipts electronically.Technology is great, but it is not always perfect. Remember to ALWAYS get a copy of your itemized receipts for all travel expenses.Instructions to do so can be found in the Verifying your Email Address guide. Before proceeding, make sure to verify your KU email address in your Concur Profile.Ways to Electronically Submit Receipts to Concur Expense View, Edit, Delete, Cancel or Copy a Travel RequestĪcting on Behalf of Another User as a Travel ArrangerĬanceling an Entire Trip Booked in Concur Travel One way to do this is to select an expense and click the Receipt Image tab above the expense’s details (along the top of your right-hand pane).Concur Travel Training Webinar (54-minutes)Ĭreate/Submit Travel Request w KUCR Cash AdvanceĬoncur Travel and Expense System Diagram & OutlineĪccessing and Updating your Concur ProfileĪdd/Remove Travel Arrangers or Primary Assistant No matter your method for attaching, you always want to review the attached images. To close your Available Receipts area, click the X in the upper right corner of your Available Receipts pane.
Your Available Receipts area will remain open as you select another expense. Repeat this process as many times as needed until all required documentation is attached to your expenses within your expense report. You can view the image before attaching the document by opening the document using the blue View Image icon. Attach the image by clicking on the green Attach icon in the upper left corner of the image thumbnail. Select an expense so the details appear in your right-hand pane. The Missing Receipt icon will appear for expenses requiring documentation. Now it is time to attach images within your Available Receipts area to your expenses. Then, expenses were added to your expense report and (if needed) allocated. The first step was to create your expense report by completing the Report Header. (Drag and drop means to put your mouse over the file, hold down the left mouse button while moving the mouse to your Available Receipts area, and drop the file by letting releasing the left mouse button.) Attaching Images to Individual Expenses Using Your Available Receipts Area The status of each file will change to Uploaded once it has been uploaded to your Available Receipts area.Īnother way to upload images is to simply drag and drop files to your Available Receipts area. Once all appropriate filenames appear for uploading, click Upload. You can upload up to 10 files – each file no more than 5 MB in size – at a time.
Locate and select the image you would like to upload and click Open. Click the +Upload New Receipt box, then click the Browse… link. One way is to click Expense from the top menu and locate your Available Receipts area at the bottom of the page. When you are ready to upload the images, there are several ways to upload them.
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