Adding Expected Expenses to a Request

Objective

After completing this lesson, you will be able to add expected expenses to an existing request in Concur Professional Request.

What Are Expected Expenses?

Expected expenses are expenses booked outside of Concur Travel that the user expects to incur soon. Examples include office supplies, meals, business meals, entertainment, and so on.

For companies that track attendee spend, this allows them to see what guests will be at events in advance, to analyze if they will cross any legal or company defined thresholds.

Adding Expected Expenses to a Request

Once the Segments are added, you can add your other expenses that will not be part of a travel itinerary. In this example, you'll add a Taxi expense.

Steps

  1. Start adding an expected expense.

    Screenshot showing the selection of the Add button.

    Select the Add button in the Expected Expenses area.

  2. Select an expense type.

    Screenshot showing the selection of the Taxi expense.

    Search for and select the appropriate Expense Type. In this case, choose Taxi.

    Note

    The list of expenses will vary based on your configuration.

  3. Provide the details.

    Screenshot showing the completed form and the selection of the Save button.
    1. Complete the necessary fields. Scroll down if necessary to make sure all fields are populated.
    2. Select the Save button.

Result

Screenshot showing the request with the Taxi expense added.

The expense is added. Repeat this process as necessary to add all the required expenses to your request.

Adding Expected Expenses to a Request

Now that you've seen the steps on adding expected expenses to a request, watch the following video for a demonstration.

Summary

  • Expected expenses are costs the user anticipates incurring outside of Concur Travel bookings, such as office supplies, meals, and entertainment; these are entered in advance to facilitate tracking and reporting.
  • For organizations tracking attendee spend, entering expected expenses in advance helps monitor which guests will attend events and analyze if spend thresholds may be crossed.
  • To add an expected expense to a request: select the Add button in the Expected Expenses area, choose the appropriate expense type (e.g., Taxi), enter required details, and click Save.
  • Users can repeat the process to add multiple expected expenses that are not part of the travel itinerary.
  • The available expense types will vary depending on your company’s configuration.

Learning

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