Itemizing Expenses (Hotel/Personal)

Objectives

After completing this lesson, you will be able to:

implement itemization of nightly lodging expenses (Concur Mobile Android).
Itemize personal expenses

Itemizing Nightly Lodging Expenses – Hotel (Mobile Android)

You must itemize the room fees, taxes, parking, meals, and personal items on a hotel bill so that they can be accounted for correctly on your expense report. Follow the following steps to see how to do this.

Select Play to start the video above. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
Open the step-by-step guide: Itemizing Nightly Lodging Expenses (Mobile Android) Tip Sheet. (It will pop up in a new window tab.)
Sign into SAP Concur and follow the Tip Sheet steps to complete this task. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note

If you're using the Expense Assistant or ExpenseIt, some steps here will have already been completed. However, if you are not using the feature or the vendor is not participating in expense assistant, you'll add expenses manually to create a new expense report. Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Itemizing Nightly Lodging Expenses using Concur Mobile Android (Interactive Practice Simulation)

The following exercise is an interactive practice simulation that walks through creating a new expense report. It is an alternate way to cover the same information as the demonstration video. Select the Start Exercise button below to open the simulation in a new tab, then select the forward arrow on each of the Informational Notes (i), and follow the instructions to enter sample information into the key fields. If at any point it's unclear what to select or complete, you can return or advance in the simulation by using the backward and forward arrows at the top left of the screen.

ExerciseStart Exercise

Concur Mobile App Complements Concur Web Solution

The Concur Mobile App complements the Concur web solution. In some cases, you'll need to use the Concur web solution to enable certain features in your profile in order to use them on your mobile phone. The following instructions will explain how to enable or use this feature in the web solution https://www.ConcurSolutions.com.

Itemizing Expenses (Personal)

You should itemize your expenses to account for receipts that include both business and personal expenses to ensure that each of your expenses is accounted for correctly. Follow the next steps to see how this can be done.

Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
Open the step-by-step guide: Itemizing Expenses Tip Sheet.
Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to complete this task. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note

If you are using the Expense Assistant or ExpenseIt, some steps here have already been completed. However, if you are not using the feature or the vendor is not participating in Expense Assistant, you add expenses manually to create a new expense report. Your organization may not have purchased or enabled all the products and features discussed in this lesson.

SAP Concur Web Version

This task can be performed on the web version (the course in the below table) or on the SAP Concur Mobile App for Android (the instructions in this lesson, unless otherwise indicated) and iPhone.

Title	Web
Getting Started with Concur Expense Learning Journey for Customer Users	https://learning.sap.com/learning-journeys/getting-started-with-concur-expense-learning-journey-for-customer-users

Feel free to bookmark this for future reference. It will open in a new tab.

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