Adding an Out-of-Pocket Expense to an Expense Report (Claim)

Objective

After completing this lesson, you will be able to add an out-of-pocket expense to an expense report (claim)

Adding an Out-of-Pocket Expense to an Expense Report (Claim)

You may need to expense business travel but not have a corporate credit card or use your personal card or your own cash for business expenses. In these cases, you can submit charges that are allowed within your organization’s travel and expense policy to be reimbursed as out-of-pocket expenses within Concur Expense. Let's imagine you paid for an expense with your own money. You must create an out-of-pocket expense line item on your expense report to account for the transaction. Follow the following steps to see how to do this.

  1. 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.
  2. Open the step-by-step guide: Adding an Out-of-Pocket Expense to an Expense Report Tip Sheet.
  3. 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

Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Adding an Out-of-Pocket Expense to an Expense Report (Interactive Practice Simulation)

The following exercise is an interactive practice simulation that walks through adding out-of-pocket transactions to 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.

SAP Concur Mobile App

This task can be performed on the web version (the instructions in this lesson) or on the SAP Concur mobile app for Android and iPhone. See the following links to reference the SAP Concur mobile app user resources.

TitleAndroidiPhone
SAP Concur Mobile App User ResourcesSAP Concur Mobile App User Resources - AndroidSAP Concur Mobile App User Resources - iPhone

Feel free to bookmark these pages for future reference. They open in a new tab.

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