Concur Attachments

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

  • Conference Agendas
  • Registration Fee
  • Receipts

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 Adding Travel Segments to a 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 Adding Expenses to a 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 Active Reports, click on the proper Report that has not been submitted yet.

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 Receipts drop down at the top.   

Green arrow pointing towards Manage Receipts in opened Expense Report.

Step 4: From there, click on Manage Attachments.

Green arrow pointing to Manage Attachments under Manage Receipts dropdown.

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

Select Upload Report Level Attachment.

Green box highlighting over Upload Report Level Attachment.

Step 6: A pop-up will show and you will need to locate the receipts and documentation that you saved on your computer.

Once you have found the proper receipts and documentation, select it and select Open.

Step 7: After you select your receipt, your page will refresh and you will see your documentation has been uploaded.

Green box highlighting over receipt that has been attached.

Attaching Receipts at the Expense Item

These instructions go over how to attach receipts for the individual expenses.

Step 1: To attach the receipt for the expense, select the correct expense type.

Step 2: The expense type details will be shown on your screen.

Expense details are shown.

Step 3: To attach the receipt, select Attach Receipt Image located on the right hand side of your expense details in red.

 

Step 4: A pop-up will show and you will need to locate the receipt for that expense by clicking on Upload Receipt Image

Green arrow pointing to where you can upload your reciept image.

Step 5: Locate your receipt wherever you have it saved on your computer.

When you have located your receipt, click the document and select Open.

 

Step 6: From there, you will now be able to see your receipt on the right hand side of your screen.

Green arrow is pointing to the receipt to the expense report.

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, locate the Company Notes and click on read more.

Step 2: Scroll down until you get to Travel and PCard Resources.

Green arrow is pointing to Travel and PCard Resources.

Step 3: Select Lost/Missing Receipt Verification Form. 

Green arrow is pointing to 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 expense.

Step 6: On the right-hand side of the expense details, click on Attach Receipt Image.

Arrow pointing towards Attach Receipt button.

Step 7: Click on the Upload Receipt Image and locate the Lost/Missing Receipt Verification form that you completed on your computer.

Step 8: On the right hand side of your expense report details, you will be able to see your Lost/Missing Receipt Verification form.

When you are done reviewing the expense, you can proceed to complete the rest of your expense report.

Need more help?

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