How to Submit an Expense Claim in Concur

Overview

SAP Concur makes it easy to submit your business expense claims for reimbursement or company credit card reconciliation. This article walks you through the steps to create, fill out, and submit an expense report.

📝 Tip: You should submit your expenses within 30 days of incurring them, or according to your department's policy.

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🚀 Step-by-Step: Submitting an Expense Claim

1. Log into Concur

• Go to https://www.concursolutions.com
• Log in using your corporate credentials.

If your company uses SSO (Single Sign-On), you'll be redirected automatically after entering your email.

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2. Create a New Expense Report

• On the homepage, click “Start a Report” or go to Expense > Create New Report
• Fill in the required fields:
  • Report Name (e.g., “Client Meeting – NYC – Sept 2025”)
  • Business Purpose
  • Start/End Dates
  • Cost Center or Project Code (if applicable)

Click Create Report

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3. Add Expenses to Your Report

You can add expenses in two ways:

🧾 A. From Available Expenses (e.g., company card)

• Go to Available Expenses
• Select the items to include
• Click Move to > Current Report

📸 B. Manually Add Out-of-Pocket Expenses

• Click “Add Expense”
• Select the Expense Type (e.g., Meal, Transportation, Lodging)
• Fill in the details:
  • Date
  • Amount
  • Payment Type (e.g., Cash, Personal Card, Company Card)
  • Business Purpose
• Upload a receipt (required for most expenses)
  • Use the Concur mobile app or drag-and-drop from your computer

Repeat for all other expenses.

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4. Attach Receipts (if not already uploaded)

• Click the Receipts tab
• Attach images for any outstanding items
• Use the Receipt Store if you've uploaded receipts earlier

📷 Tip: You can use the SAP Concur mobile app to photograph and upload receipts on the go.

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5. Review and Submit

• Click Check Report for Errors to validate
• If all required fields are complete and no warnings remain, click Submit Report

✅ You’ll receive a confirmation email once your report is submitted.

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🔄 Tracking Your Claim

• Go to Expense > Active Reports
• Click your submitted report to see:
  • Approval status
  • Returned items (if any)
  • Reimbursement schedule

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💬 FAQs

❓ What if I forget to upload a receipt?

Most expense types require a receipt. If you lost the receipt, you may need to submit a missing receipt affidavit, depending on your company policy.

❓ Can I edit a report after submitting?

No. You’ll need to recall the report before editing. Go to the report and click Recall.

❓ How long does reimbursement take?

Reimbursements typically occur within 7–10 business days after approval, depending on payroll timing.

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📍 Need Help?

If you have questions or encounter issues, please contact:

📧 Expense Support Team: [e-mail]
📞 Finance Helpdesk: 1-800-456-7890
Or Submit a support request

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Keywords: Concur, expenses, submit, claim, report, receipts, reimbursement, travel expenses

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