Get the free Running Reports in Concur - cms ysu

Running Reports in Concur Only individuals who have been assigned an Approver role or Delegates that have been granted permission to use reporting by Approvers will have the Reporting tab. The approver

How to fill out running reports in concur

How to fill out running reports in Concur:

1. Log in to your Concur account using your credentials.
2. On the main homepage, navigate to the "Reports" tab.
3. Click on the "Create New Report" button.
4. Select the report type as "Running Report" from the options provided.
5. Enter the required details such as the report name, purpose, and date range.
6. Choose the appropriate report template from the available options or create a custom template.
7. Add the expenses or transactions that you want to include in the running report.
8. Provide itemized details for each expense, including date, category, vendor, amount, and any additional information required.
9. Save the running report and submit it for approval, if necessary.
10. Review the report to ensure accuracy and make any necessary edits before finalizing it.

Who needs running reports in Concur:

1. Business travelers who need to track their expenses and submit reports for reimbursement.
2. Finance or accounting departments who require accurate and detailed records of expenses for auditing and analysis purposes.
3. Managers or supervisors who need to review and approve running reports submitted by their team members.
4. Companies or organizations that want to maintain transparency and control over their expenses by using a centralized reporting system like Concur.

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What is running reports in concur?

Running reports in concur involves generating reports on expenses incurred while using the Concur platform for travel or business purposes.

Who is required to file running reports in concur?

Employees or individuals who have used Concur for business expenses are required to file running reports in Concur.

How to fill out running reports in concur?

To fill out running reports in Concur, users need to log in to the platform, select the appropriate report, and enter all relevant expense details.

What is the purpose of running reports in concur?

The purpose of running reports in Concur is to track and manage expenses, ensuring transparency and compliance with company policies.

What information must be reported on running reports in concur?

Information such as date of expense, description, amount, category, and any receipts related to the expense must be reported on running reports in Concur.