Administrative Systems (AFIT)Concur Travel Expense ReportExpense Report Adjustments Expense Type

Expense Report Adjustments Expense Type

These instructions cover how to adjust expenses on a travel request and expense report by an amount not to exceed.

Examples of when to use adjustments:

  • Adjusting the amount of an expense when driving instead of flying.
  • The department may use an “amount not to exceed” when it comes to covering the cost of the trip, and the user will need to adjust the total cost of the trip accordingly.

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

Expense Report Adjustments

Step 1: From the Concur dashboard, click on the Expense tab.

Concur Dashboard. There is a green arrow pointing towards the expanse tab on the top of the dashboard. It is highlighted in green.

Step 2: Click on the Expense Report that has expenses that need to be adjusted.  

Manage Expenses tab. There is a green arrow pointing towards the "Jul 2018 San Diego, " expense report.

Step 3: Click on the Add Expense button.

Jul 2018  expense report. There is a green arrow pointing towards the "Add Expense" tab.

Step 4: A window will pop up, select the Create New Expense tab. A list of expense type options will be listed. Under Other, click on the Adjustment expense.

New Expense item list. There is a green arrow pointing towards the adjustment option on the left-hand side.

Step 5: In the Transaction Amount field put a negative sign in front of the dollar amount.

Example: -$550.00

Fill out all of the fields (noted by the red astrisk *) and add other appropriate fields such as the Comment field explaining the reason for the adjustment.

Adjustment expense field. There is a green arrow pointing towards the amount field on the left-hand side.  In the amount field, negative five hundred and fifty dollars has been inputted.

Step 6: Once you have finished filling out the appropriate fields, click on the Save Expense button.

Adjustment expense field. There is a green arrow pointing towards the save expense button on the lower left hand side.

Step 7: From there you will see the total amount of your expense report go down by the amount indicated.

Example: -$550.00  

An amount of one thousand, five hundred and fifty dollars is displayed. The amount is then lowered to one thousand dollars.

Need more help?

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