1. Creating an Expense Report Travel
Concur Travel and Expense Management
Creating an Expense Report
Travel

2. How to Create a Travel Expense Report
Sign into Concur at udel.edu/concur
Select the Requests tab
Find the travel Request that you want to change into an Expense Report
Under Action, Click Expense, then click Next

3. All fields with a red strip are required to be completed, however, all header information should already be pre-populated for you from your travel Request
Once you have verified these fields are complete, click Next

4. Per Diem Allowance
Once your Expense Report has been created and you have clicked Next, you will see the following pop-up question:
If you will be claiming a per diem allowance for meals and incidentals, click Yes
This will take you to the Travel Allowance module to enter your itinerary information to calculate the per diem allowance for your trip
Note: If you booked your travel in Concur Travel or forwarded your outside itinerary to Concur, the itinerary information will be pre-populated for you and you will not have to enter it in manually to calculate your per diem allowance

5. Per Diem Allowance cont’d…
If your itinerary information is not pre-populated, you will need to create two itinerary stops – one for the trip to your destination and one for your return trip
Do not combine multiple stops into a single itinerary row
Save each leg and then click Next

6. Per Diem Allowance cont’d…
After both itinerary stops appear, click Next
Review your itinerary information, then select Next
If a conference you attended provided some meals, you can check off the boxes for the provided meals and the per diem allowance will calculate the deduction
Review your provided meals chart and then select Create Expenses

7. Per Diem Allowance cont’d…
Your per diem will be added to your Expense Report as daily entries, not as a lump sum

8. Adding Available Expenses
As you are building your Expense Report, you will see that your Available Expenses are listed on the right side of your screen

9. Adding Available Expenses cont’d…
You may check the boxes to the left of each expense to choose the expenses you want to add to your report
Select the menu on the Move button to move the expenses to the Current Report

10. Adding Available Expenses cont’d…
Your selected expenses will now appear on your report on the left side of the page

11. Adding Available Expenses cont’d…
Select each expense to review, edit, itemize or complete any required information
All fields with a red strip are required to be completed
Click Save

12. Itemizing Hotel Expenses
All hotel expenses must be itemized – broken down by room rate, taxes, meals, parking, etc.
Any personal expenses that were charged to the room should also be itemized and classified with the expense type “Personal – Non Reimbursable”

13. Allocating Your Expenses
To allocate your Expense Report, select the expenses that you wish to allocate
Select Allocate

14. Allocating Your Expenses cont’d
You can allocate your expenses by Percentage or Dollar Amount
You can search for Speedtype by code or text keywords
Concur will begin to remember your “favorites” for future use
Click Save after making changes

15. Submitting Your Expense Report
Click Submit Report at the top of the page when complete
Your Expense Report will be sent to your Supervisor for review

16. Questions? AskConcur@udel.edu udel.edu/procurement
Procurement Services