These instructions will include how to attach the following documents to Travel Request and Expense Reports:
- Conference Agendas
- Registration Fee
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 Adding Travel Segments to a Travel Request for information on how to add segments.
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.
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 Active Reports, click on the proper Report that has not been submitted yet.
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.
Step 4: From there, click on Manage Attachments.
Step 5: A pop-up will appear allowing you the option to browse your computer for receipts and documents.
Select 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.
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.
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
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.
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.
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 expense.
Step 6: On the right-hand side of the expense details, click on Attach Receipt Image.
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 email@example.com or at 657-278-3600.