The Payment Request expense report, in the Concur Travel and Expense System, is used to request reimbursement for non-travel expenses up to $500. Additionally, it's used to expense travel-related expenses for which a travel request is not required (local travel). Refer to the Travel policy and procedures for details.
Submit only one Payment Request expense report per month. All of your local travel and non-travel expenses can be included on the same Payment Request expense report.
A Payment Request expense report is created by completing the Report Header page.
Access Concur. If accessing remotely, you may need to use your CIT credentials to log in. (You may want to bookmark this link for quick access to Concur next time – visit the Creating Bookmarks to Concur guide for details.)
If creating this expense report on someone’s behalf, act as a delegate. Refer to the Acting as a Delegate guide for details.
Start an expense report. There are a few ways to do this. One of the more common is to use the tabs along the top left of your screen – select Expense, and then click the Create New Report tile.
The Report Header appears.
Use the Policy dropdown to select Payment Request.
Enter a Payment Request Name. This is for tracking and reporting purposes.
Enter the Transaction Start and End dates. You can use the calendar (icon on right side of field), or enter manually as mm/dd/yyyy.
If creating on behalf of a visitor, select the Visitor Payee Method. When selecting EFT (for US banks) or Wire (for non-US banks) as the method: Be sure to also fill out and submit the appropriate EFT or Wire Transfer form. When selecting Check as the method: Verify the visitor’s remittance address is accurate in the Visitor & Event Application. If the address needs updated, refer to the Creating and Updating Concur Profiles for Non-Employees guide for details.
Select who is entering this expense report. If you are entering your own expense report, select “_N/A (no travel coordinator)” from the dropdown. If you are entering this expense report on behalf of someone, select your name from the dropdown. If your name doesn’t appear in the dropdown, submit a Concur Help Desk ticket to request the addition of your name to the list of travel coordinators.
Enter the Division for the account key, and then the Account Key. If charging to multiple account keys, choose one to enter here. (The one used for the majority of these expenses is a good choice.) You will then split account keys during the allocation step. Previously selected division-account key combinations will appear at the top of your list in bold font.
Provide comments to the approver(s), if needed. Enter comments that apply to the entire expense report here. Note: You will have an opportunity later to add comments to a specific expense.
Select that you are not claiming travel allowance.
Click the Create Report button. The Create Report button is in the lower right of your screen.
The expense report appears.
Next Step
You have now created a Payment Request expense report. You are ready to continue to Step 2: Adding Expenses.
There are several guides to help you complete this next step: