Some fields require the use of a search to enter data. A search box appears when you click in the field.
Here are some things to keep in mind:
After clicking the Add Expense button, there are two tabs that add expenses to an expense report: the Available Expenses tab and the Create New Expense tab.
The method of payment for the expense determines which tab to use:
These transactions feed into Concur by our bank and are available in your Available Expenses area. Use the Available Expense tab for these. Visit the Adding P-Card Expenses or Adding Available Expenses guide for details.
Use the Create New Expense tab for these. Visit the Adding Out-of-Pocket Expenses guide for details.
Additionally, all receipt images taken with the Concur app, no matter their method of payment, are available expenses so use the Available Expenses tab for these, too. Visit the Adding Available Expenses guide for details.
Concur uses symbols to give guidance when completing a request or an expense report:
A red asterisk to the right of a field’s label notes when a field must be completed. Blank required fields will not allow request or expense report submission.
Quick Help’s provide additional information about the field, such as definitions, procedures, and recommended formats. Click on the Quick Help icon for the information to briefly appear.
Exceptions appear at the top of the request or expense report, as well as for an individual expense if applicable. A warning exception (yellow triangle) highlights something that needs attention, but does not prevent the request or expense report from submission.
An Action Required exception (red circle) alerts when something must be corrected before the request or expense report can be submitted. In some cases, even after you have made the correction, the Action Required exception will not disappear until the request or expense report is submitted again.