Administrative Systems (AFIT)Concur Travel Expense ReportSubmitting Expense Report (UI Upgrade)

Submitting Expense Report (UI Upgrade)

These instructions will cover how to check for any exceptions, and submit your report.

Click on any of the links below to skip ahead to that section. 

If you need assistance with logging into Concur, please go to Logging into Concur.

Exceptions

Step 1: Before submitting your Expense Report, make sure that all of your Alerts have been looked over and revised.

The Red exception shows that there is an issue that needs to be resolved before submitting.

The Yellow exception shows a potential problem but does not restrict you from submitting.

Step 2: You can click on the View link for more information.

Alerts field. Under the Rental Car expense, there is a green arrow pointing towards the View button.

How to Submit Expense Report

Step 1: Once you have added all of your travel expenses and corrected your exception(s), submit your Travel Expense Report by clicking on the Submit Report button

The Expense report has been opened.  On the top right hand corner, the options to click on More Actions and Submit report are selected, and zoomed in. The submit report button is selected, and there is a green arrow pointing towards it.

Step 2: A User Electronic Agreement window will pop-up asking you to certify that you have read the agreement.

Select Accept & Continue.

User Electronic Agreement window. On the lower right hand corner, the Accept & Continue button is selected, and there is a green arrow pointing towards it.

Step 3: A window will pop-up showing you a breakdown of your Travel Expense Report.

Click on the Submit Report button.

Report totals window. The totals for the report are displayed, with the Submit report button located on the lower right hand corner. This button is selected, and there is a green arrow pointing towards it.

Step 4: A window will pop-up showing the Report Status. Click on the Close button.

Report Status window. There is a notification displaying that the Report has been submitted. On the lower right-hand corner, the Close button is selected, and there is a green arrow pointing towards it.

Travel Expense Report Checklist

If you would like to use a checklist, click on the Travel Expense Report Checklist.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.