Concur Attachments

These instructions will include how to attach the following documents to Travel Request and Expense Reports:

  • Conference Agendas
  • Registration Fee
  • Receipts
  • Paper Travel and Online Travel Requests

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

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:

  • Agenda
  • Registration Fee

Step 1: When you are logged into Concur, click on Requests to see your travel requests.

Green arrow pointing towards Requests tab on Concur dashboard.

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.

FEB 2018 Vienna Travel Request under Request Name.

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.

Green arrow pointing towards Segments tab on opened Travel Request.

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.

Green arrow pointing towards Expenses tab to add new 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.

Green arrow pointing to Attach Documents function on dropdown menu under Attachments.

Step 6: Click Browse to upload the document on your computer.  

Green arrow pointing towards Browse button to upload documents.

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.

Green arrow pointing to Open button to submit desired filed to upload.

Step 8: Once you have selected the document, click Upload to attach it to your expense.

Click on Close.

Green arrow pointing towards Upload to finalize uploading document.

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.

Green arrow pointing towards Expense tab in Concur dashboard.

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.

Under Manage Expenses, there is an option to click on Create New Report and click on a report that is not submitted.

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.   

Green arrow pointing towards Manage Receipts dropdown in opened Expense Report.

Step 4: From there, click on Manage Attachments.

Green arrow pointing to Manage Attachments, an option under Manage Receipts.

Step 5: A window will pop-up allowing you the option to browse your computer for receipts and documents.

Select Upload Report Level Attachment.

Green arrow pointing towards Upload Report Level Attachment button for uploading documents to an Expense Report.

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.

Green arrow pointing towards Open button to upload attachment.

Step 7: Your receipt will upload and you will see it displayed.

A sample hotel receipt is displayed.

Step 8: To attach additional receipts, select Append and repeat Steps 5-7.

Green arrow pointing towards the Append button under the attached receipt.

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.

Green box highlighting the plus icons under Receipt heading.

Step 2: An Attach Receipt window will display and you can click on the Upload Receipt.

Green arrow pointing towards the upload receipt image button.

Step 3: A window will pop-up to locate the receipt for that expense.

Fields that allow you to browse and upload receipts and available receipts that have been uploaded.

Step 4: When you have located your receipt, select the document and click on the Open button.

Green arrow pointing towards steps to locate and upload attachment.

Step 5: From there select your receipt, and select the Attach button. Proceed to completing the rest of your expense report.

Green arrow pointing towards Attach button to finalize upload.

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.

Box highlighting existing receipt to attach using 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.

Report Details tab with dropdown menu for Manage Requests option.

Step 2: Click on Add.

Green highlights indicating the Add button.

Step 3: Scroll through to locate your travel request.

Under Available Requests, location the travel requests.

Step 4: Once you find it, click on the dial.

Green highlights indicating Add to Report.

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.

Report header with linked expense reports in highlighted green box.

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.  

Arrow pointing towards Expense tab on Concur dashboard.

Step 2: Next, select the report you need to link a Travel Request to.

Arrow pointing towards Active Expense report.

Step 3: From there, select Report Details and Report Header.

Arrow pointing towards dropdown menu under Report Details link.

Step 4: Once the Report Header has appeared, add the original TR# into the Comments field of the report header.

Comment field displayed in report header.

Step 5: After you add the TR#, press Save in the lower right-hand corner.

Arrow pointing towards Save button to complete action.

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.

Green arrow pointing towards Read More button.

Step 2: Scroll down until you get to Travel and P-Card Forms.

List of Travel and Pcard Forms links.

Step 3: Select Lost/Missing Receipt Verification Form. 

Arrow pointing towards 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.

Lost/missing receipt verification 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.

Green box highlighting the plus icon under the receipt column.

Step 6: An attach receipt window will open and you can click on Upload Receipt Image.

Arrow pointing towards Upload Receipt Image button.

Step 7: Once your lost/missing receipt form is uploaded, the expense will have a receipt attached.

Click on the magnifying icon.

Arrow pointing towards magnifying icon under the receipts column.

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.

Lost/missing receipt verification form attached to expense report.

Need more help?

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