Employee Reimbursement System

Concur Sample Scenario for Travelers

Scenario: You need to submit your expense report for a 2 day conference in Austin, TX. The expenses to
report are: a hotel stay for 2 nights, a business meal with one guest, and a taxi fare. The hotel and meal were
paid using your Corporate Card, and you paid the taxi fare out-of-pocket.
Detailed instructions and getting started guides can be found at http://travel.harvard.edu/concur-training.

Capture Your Receipts

1. On your phone, sign in to the Concur for Mobile app.
2. Tap Receipt.
3. For each receipt:
a. Take a photo of the receipt
b. On the Preview Image screen, tap Done.

The receipts are added to your Available Receipts library.

Create a New Report

1. Log into Concur at:
http://travel.harvard.edu/concur
2. On the Home Page, click
+Start a Report.1
3. Enter the Report Name & Date.
4. In the Business Purpose field,
enter the dates of travel and the
business-related reason for the
expense.
5. Select the Account Coding for
the report (contact your Finance
office if you don’t know the
correct coding).
6. Click Next.

Add Corporate Card Expense - Hotel

1. Drag the Corporate Card charge from the Available
Expenses list to the report on the left side of the screen.
2. Review the fields and edit, if needed.
3. Click Itemize. The Nightly Lodging Expenses tab
automatically opens.
4. Select the Check-In and Check-Out Dates.
5. Enter the nightly Room Rate and Room Tax, and any
Additional Charges, e.g., Parking or Internet.
6. Click Save Itemizations.
7. Add any other expenses that were included on the hotel
bill, such as individual meals, and click Save.
8. On the left, click on the lodging expense line, and then
click Attach Receipt.
9. Select the appropriate receipt from your Available
Receipts library, and click Attach.

Center for Workplace Development 1 Last Updated: 5/13/2016

 Employee Reimbursement System
Concur Sample Scenario for Travelers

Add Corporate Card Expense –

Business Meal
1. Drag the Corporate Card charge from
the Available Expenses list to the
report on the left side of the screen.
2. Review the fields and edit, if needed.
3. Fill in the Any Alcohol? field as
appropriate.
a. If the meal included alcohol, click
Itemize, and enter the amounts.
4. Click New Attendee, and enter the
attendee’s information.
5. Click Save.
6. Click Attach Receipt.
7. Select the appropriate receipt from
your Available Receipts library and
click Attach.

Add Out of Pocket Expense - Taxi

1. Click +New Expense.
2. Select Ground Transportation as the Expense
Type.
3. Review the fields, and edit if needed.
4. Enter the Vendor Name (optional) and Amount.
5. Click Attach Receipt.
6. Select the appropriate receipt from your Available
Receipts library and click Attach.

Submit Report for Approval

1. Click Submit Report.
2. Review the agreement (if you missed any
required information, a message will appear
on this screen to inform you).
3. Click Accept & Submit.

Center for Workplace Development 2 Last Updated: 5/13/2016