Page Comparison

1. On the Concur Home Page:

   • Click on Expense -> Create New Report OR place your mouse pointer over New, and select Start a Report.

2. Complete all required Report Header fields (marked with red asterisk).

3. Click the Create Report button. If you have not entered all required information, an alert pop-up box displays.

4. Review the message, click the Close button, enter the required information, and click the Create Report button again.

5. Click the Add Expense button to begin entering out-of-pocket expenses or travel card transactions to the report.

1. From an open expense report, click Add Expense

2. Click Create New Expense Tab

3. Select the expense type, the new expense screen displays

4. Complete all required fields (marked with red asterisk)

5. Attach your receipt image.

6. Click Save Expenses.

1. See the attached document for a how to submit an expense report

2. see the attached document on reviewing, approving or send back a request is needed.

1. Click Submit Report

2. Click Accept & Continue

3. Click Submit Report

4. Click Close

Need Training?

When your department transitioned to Concur, you received a series of emails that provided more detailed timing and links to training activities, including FastFacts webinars that provide instruction on key tasks. If the timing for the webinars did not work for you, you can view the recorded sessions by clicking on the links below:

• Getting Started in Concur Expense

• An Easy Expense Report (Parking, Mileage, Printing)

• Overnight Domestic Travel Expenses

• Overnight Foreign Travel Expenses

• Approving or Sending Back an Expense Transaction

• Non-Travel Expenses

If you are submitting a reimbursement on someones behalf you will need to have them add you as a delegate in order to do so. Please follow the Assigning a Delegate and Acting as a Delegate instructions below.

If you require more information on reviewing, approving or send back a request is needed please see the document below

Questions?

If you have questions about the transition to Concur, please contact the Concur Admin or reach out to concuradmin@jhu.edu.