Get the free Concur Expense Quick Reference Guide Filing an Expense Report - payroll uaw

Concur Expense Quick Reference Guide Filing an Expense Report Section 1: Getting Started Step 1: Log on to Concur Expense www.concursolutions.com 1In the Username field, enter your Group wise login.

How to fill out concur expense quick reference

How to fill out concur expense quick reference:

1. Start by accessing the Concur expense platform. You can do this by logging into your Concur account using your username and password.
2. Once you are logged in, navigate to the "Expense" tab or section on the platform. This is where you will find the tools and features for managing your expenses.
3. Click on the option to create a new expense report. This will open up a blank form where you can start entering your expenses.
4. Fill in the necessary details such as the date of the expense, the category, and a description of what the expense was for.
5. If applicable, attach any receipts or supporting documents to validate the expense. Most often, you will be able to upload a scanned copy or take a photo of the receipt directly on the platform.
6. Enter the amount of the expense and any relevant currency information.
7. Assign the expense to the correct project or client, if applicable. This helps with tracking and reporting purposes.
8. Once you have completed entering one expense, click on the "Add Expense" or similar button to add more expenses to your report.
9. Repeat the process for all your expenses until you have entered everything.
10. Review your expense report to ensure accuracy and completeness. Make any necessary adjustments or additions.
11. Finally, submit your expense report for approval. Depending on your organization's workflow, this may involve sending it to your manager, a finance department, or another designated approver.

Who needs concur expense quick reference?

1. Employees who frequently travel for work and need to track and manage their expenses efficiently.
2. Finance or accounting departments that handle expense management for an organization.
3. Managers who need to approve or review expense reports submitted by their team members.

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What is concur expense quick reference?

Concur expense quick reference is a document used to summarize and report expenses incurred during a specific time period.

Who is required to file concur expense quick reference?

Employees who have incurred business expenses and need to report them for reimbursement are required to file concur expense quick reference.

How to fill out concur expense quick reference?

To fill out concur expense quick reference, employees need to enter details of each expense incurred, including date, amount, category, and purpose.

What is the purpose of concur expense quick reference?

The purpose of concur expense quick reference is to accurately report and track business expenses for reimbursement and accounting purposes.

What information must be reported on concur expense quick reference?

Information such as date of expense, amount spent, category of expense, and purpose of expense must be reported on concur expense quick reference.