If your organization has enabled it and you use your corporate credit card to make a purchase, you must add the credit card charges to an expense report to get reimbursed. Using Concur Expense, you can view a list of any unassigned corporate card transactions and assign them to a new or existing expense report. Follow the next steps to see how it 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: Adding Card Transactions to an Expense Report Tip Sheet. (It pops up in a new window tab.)
- 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. Depending on the charge and the vendor, it can take a few days for the transaction to post. If you are not using Expense Assistant or ExpenseIt or the vendor is not participating in Expense Assistant, you can 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.