These instructions will include how to attach the following documents to Travel Request and Expense Reports:
- Conference Agendas
- Registration Fee
- Paper Travel and Online Travel Requests
Click on any of the link below to skip ahead to that section.
Table of Contents:
If you need assistance with logging into Concur, please go to Logging into Concur.
Attach documents to Travel Request
These instructions will include how to attach documents to a Travel Request:
- Registration Fee
Step 1: When you are logged into Concur, click on Requests to see your travel requests.
Step 2: Go to your travel request that you are working on.
Refer to Travel Request for more information on how to complete a travel request.
Step 3: Once you have filled out your Request Header information, click on Segments to add and complete all relevant segments.
Click Save after each Segment.
Refer to the Travel Request for information on how to add segments.
Step 4: Click on the ‘Expenses’ tab to begin adding any additional expenses.
Refer to the Travel Request for information on how to add expenses.
Step 5: Once you have filled in the required fields, you may attach the required documents by clicking on Attachments and then Attach Documents.
Step 6: Click Browse to upload the document on your computer.
Step 7: A pop-up will show and you will need to locate the documentation that you saved on your computer.
Once you have found the required documents, select it and select Open.
Step 8: Once you have selected the document, click Upload to attach it to your expense.
Click on Close.
Expense Report - Attaching Receipts and Documentation
These instructions cover how to attach receipts and documentation on a travel expense report and p-card expense report.
Step 1: When you are logged into Concur click on the Expense tab to see your available expense reports.
Step 2: Under Report Library, click on the proper report that has not been submitted yet.
You can also change your view by selecting the Active Reports dropdown to find your expense report.
Step 3: Once you have clicked on the Expense Report, you will be able to attach the required documents by clicking the Manage Receipts drop down at the top.
Step 4: From there, click on Manage Attachments.
Step 5: A window will pop-up allowing you the option to browse your computer for receipts and documents.
Select Upload Report Level Attachment.
Step 6: A window will pop-up to locate the receipts and documentations.
Once you have found the proper receipts and documentation, select it and select Open button.
Step 7: Your receipt will upload and you will see it displayed.
Step 8: To attach additional receipts, select Append and repeat Steps 5-7.
Attaching Receipts at the Expense Item Level
These instructions go over how to attach receipts for the individual expenses.
Step 1: To attach the receipt for the expense, select the + icon under the Receipt column.
Step 2: An Attach Receipt window will display and you can click on the Upload Receipt.
Step 3: A window will pop-up to locate the receipt for that expense.
Step 4: When you have located your receipt, select the document and click on the Open button.
Step 5: From there select your receipt, and select the Attach button. Proceed to completing the rest of your expense report.
Step 6: If you previously uploaded your receipt to Concur, search for the receipt in the Attach Receipt window. Select the receipt and select the Attach button.
Linking Online Travel Request
With these simple steps, you can link your Online Travel Request to your Expense Report. By linking your Travel Request, some of the information from your trip will automatically populate making it an easier process to submit your Expense Report.
Step 1: To attach your travel request to your expense report, select Report Details and Manage Requests.
Step 2: Click on Add.
Step 3: Scroll through to locate your travel request.
Step 4: Once you find it, click on the dial.
Step 5: Click on Add to Report.
Step 6: From there, a window will pop-up and you will see that your travel request is linked to your expense report.
Linking Paper Travel Request
If your Travel Request was done on paper and you are now processing the Travel Expense through Concur, please follow the following steps.
Keep your TR# at hand as you will need to provide it within your Expense Report.
Step 1: Start by clicking on Expense.
Step 2: Next, select the report you need to link a Travel Request to.
Step 3: From there, select Report Details and Report Header.
Step 4: Once the Report Header has appeared, add the original TR# into the Comments field of the report header.
Step 5: After you add the TR#, press Save in the lower right-hand corner.
Lost/Missing Receipt Verification Form
These instructions include how to attach documentation when you are missing a receipt.
Step 1: From the SAP Concur dashboard go to Company Notes and click on Read more.
Step 2: Scroll down until you get to Travel and P-Card Forms.
Step 3: Select Lost/Missing Receipt Verification Form.
Step 4: A new window will open up with the form.
Print and fill out the form, scan it, and upload it onto your computer (to attach).
You will not be allowed to use the mobile apps to take a picture of the form.
Step 5: Go back to your expense report and look for the expense that is missing the receipt.
Select the + icon under the Receipt column.
Step 6: An attach receipt window will open and you can click on Upload Receipt Image.
Step 7: Once your lost/missing receipt form is uploaded, the expense will have a receipt attached.
Click on the magnifying icon.
Step 8: Your form will upload and you see it displayed.
When you are done reviewing the expense, you can proceed to completing the rest of your expense report.
Need more help?
Contact Concur Support at email@example.com or at 657-278-3600.