Itemizing Expenses (Hotel/Personal)

Objectives

After completing this lesson, you will be able to:
  • Itemize nightly lodging expenses
  • Itemize expenses

Itemizing Nightly Lodging Expenses (Hotel)

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 next 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: Itemizing Nightly Lodging Expenses Tip Sheet. (It pops up in a new window tab.)
  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

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

Itemizing Nightly Lodging Expenses (Interactive Practice Simulation)

The following exercise is an interactive practice simulation that walks through itemizing nightly lodging expenses on 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

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.

  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: Itemizing Expenses 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

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 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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