Step 5 – File your Expense Report

5.1 Logon to Concur then select “Expense Reports.”

5.3 Select “Create a New Report,” or “Create From an Approved Request.”

5.4 If you are creating a new expense report, enter the account string and click “Create Report.”

5.5 Click “Add Expense.”

5.6 From the “Add Expense” menu, choose “Scan Receipt,” or “Manually Create,” or “Create from Available Expense.”

5.7 In this example, a receipt for a flight has been uploaded. Concur scanned and captured the key information. However, note the alert. Click on the alert to resolve it. If needed, contact travel@palomar.edu for assistance.

5.8 In this example, a receipt for a hotel has been uploaded. Sometimes hotels have multiple line items and Concur does not know how to handle them. You may need to address these items.

• a. Click “View.”
• b. You may need to go through each line item and assign them to their corresponding categories. This can be “hotel,” or “parking,” etc.

5.9 In the following example, a non-reimburseable item was purchased. Select the “Personal Expense” option to remove it from the expense report.

5.10 To claim meal expenses, please provide the itemized receipt(s). Please note, only a 15% tip on the pretax amount can be reimbursed — adjust your total meal reimbursement request to reflect this, if necessary. Example:

Meal	15% tip on subtotal	Surcharge	Tax	Total meal reimbursement
$23.50	$23.50 x 0.15 = $3.53	$1.18	$2.20	$30.41

5.11 For mileage, select “Manually Create Expense” and “Personal Car Mileage.”

5.12 Click “Mileage Calculator.”

5.13 Enter your start/stop points and click “Add Mileage to Expense.”

5.14 You can also edit, delete, copy or allocate expenses.

5.15 To split expenses by account strings, select the lines and click “Allocate,” then choose whether to allocate by percentage or amount.

5.16 When ready, click “Submit Report.” The report will route to Accounts Payable (AP) for payment processing.