Name: Creating an Expense Report in SAP Concur
Uploaded: 2023-10-2
Duration: 131 s
Description: Learn how to quickly create an expense report on SAP Concur. Follow step-by-step instructions on entering general information, adding expenses, and submitting the report for approval.

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Creating a New Expense Report (Claim)

<div id="content"><p tabindex="0">Let's imagine you have a new expense you must submit for reimbursement. Follow these steps to submit an expense report and get reimbursed quickly.</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_8ulb63va"></div></div><ol><li tabindex="0">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.</li><li tabindex="0">Open the step-by-step guide: <a target="_blank" href="https://dam.sap.com/mac/u/a/aWAmZ71.htm">Creating a New Expense Report Tip Sheet</a>.</li><li tabindex="0">Sign into <a target="_blank" href="https://www.concursolutions.com/">https://www.ConcurSolutions.com</a> 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.</li></ol><p tabindex="0">(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: <a target="_blank" href="https://community.concur.com/t5/Support-and-FAQs/Why-can-t-I-log-in-to-the-SAP-Concur-tool/ba-p/18936#:~:text=For%20security%20reasons%2C%20accounts%20become,company's%20SAP%20Concur%20site%20administrator">Why can't I sign into the SAP Concur tool?</a>.)</p><div class="note"><div class="noteTitle"><span class="noteIcon"><img title="Note" src="/icons/note.svg"></span><span class="noteTitleText">Note</span></div><div class="noteBody">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 can add expenses manually to create a new expense report.</div></div></div>

<div id="content"><div class="section"><div tabindex="0"><h3></h3></div><p tabindex="0">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.</p><div class="simulationTile exercise"><div class="content"><span class="simulationLabel">Exercise</span><a href="https://learnsap.enable-now.cloud.sap/pub/mmcp/index.html?show=project!PR_A411742CBDFD62A9:uebung" target="blank" class="simulationButton">Start Exercise</a></div><div class="simulationImage"><img src="/illustrations/simulation-exercise.svg" alt="Practice how to create an expense report." class="no-zoom"></div></div></div></div>

Creating a New Expense Report or Claim (Interactive Practice Simulation)

<div id="content">Want to learn more details about how to use ExpenseIt to capture receipts and create expense line items faster and easier? Check out the following full courses for Android and iPhone with videos, guides, and interactive quiz questions.<table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col><col><col></colgroup><thead align="left"><tr><th>Title</th><th>Android</th><th>iPhone</th></tr></thead><tbody><tr><td>Learning to Use ExpenseIt</td><td><a target="_blank" href="https://learning.sap.com/learning-journeys/learning-to-use-expenseit-on-android">Learning to use ExpenseIt on Android</a></td><td><a target="_blank" href="https://learning.sap.com/learning-journeys/learning-to-use-expenseit-on-ios-iphone-ipad">Learning to Use ExpenseIt on IOS (iPhone/iPad)</a></td></tr></tbody></table><div class="parentsection"><div class="section"><p tabindex="0">Feel free to bookmark these pages for future reference. They open in a new tab.</p><div class="note"><div class="noteTitle"><span class="noteIcon"><img title="Note" src="/icons/note.svg"></span><span class="noteTitleText">Note</span></div><div class="noteBody">Your organization may not have purchased or enabled all the products and features discussed in this lesson and some features may not be available or work differently in your geography.</div></div></div></div></div>

ExpenseIt

<div id="content"><div class="parentsection"><div class="section"><div tabindex="0"><h3></h3></div><p tabindex="0">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.</p></div></div><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col><col><col></colgroup><thead align="left"><tr><th>Title</th><th>Android</th><th>iPhone</th></tr></thead><tbody><tr><td>SAP Concur Mobile App User Resources</td><td><a target="_blank" href="https://www.concurtraining.com/toolkit/en/mobile/android/end-user">SAP Concur Mobile App User Resources - Android</a></td><td><a target="_blank" href="https://www.concurtraining.com/toolkit/en/mobile/iphone/end-user">SAP Concur Mobile App User Resources - iPhone</a></td></tr></tbody></table><div class="parentsection"><div class="section"><p tabindex="0">Feel free to bookmark these pages for future reference. They open in a new tab.</p></div></div></div>

SAP Concur Mobile App

Getting Started with Concur Expense Learning Journey for Customer Users

<div>Learn how to quickly create an expense report on SAP Concur. Follow step-by-step instructions on entering general information, adding expenses, and submitting the report for approval.</div>

Creating an Expense Report in SAP Concur

Creating an Expense Report  You can quickly create an expense report from the Quick Task bar on the SAP Concur home page. You can also select Expense from the Home menu. In the following example, you will see how to create an expense report from the Quick Task bar. To begin, place your mouse pointer over New, and then select Start a Report. On the Create New Report page, you enter general information for your expense report. A red asterisk appears next to the required fields, and you'll notice that some fields are already pre-populated. Complete the appropriate fields as directed by your company, and then select Create Report. Select Add Expense to add your credit card transactions or out-of-pocket expenses. You can select from a list of available expenses or you can create a new expense. In this example, you will see how to add an office chair expense to your report. Select the Create New Expense tab. Your company determines which expense types are available for you to select from. Select the Office Supplies expense type. On the new Expense screen, the required and optional fields are defined by your company. From this screen, you can allocate your expenses to different projects or departments, and from the Itemizations tab, you can itemize expenses to ensure that each of your expenses is accounted for correctly. Complete the appropriate fields. Make sure to select the Payment Type  (Cash/Out-of-pocket, or Company Paid) from the dropdown menu, and then select Add Receipt if you are required to include a receipt. When you are done entering your information for this expense, select Save Expense. Your new expense report is created. On this screen, you can edit or delete your expenses, copy them to quickly enter a new expense, allocate them to different projects or departments, or move them to another report. When you are ready to send your report to your manager for approval, select Submit Report.