How to expense business expenses in Concur

This article will walk you through the process of expensing your business/travel expense using Concur.

Getting Started:

Each employee must receive login information from our Accounts Payable department. If you do not have access, let your manager know so they can reach out to AP for assistance. 

Expense Procedures:

• Concur is an electronic expense report software for the submission of Corp Card and reimbursable expenses
• Only one expense report is allowed per employee, per month
• Expense Reports must be submitted by the 5th business day of the following month (Example: July expenses should be submitted by August 5th; August Expenses should be submitted by September 7th.)
  
  

Once you have a login from AP, follow the steps below:

1. Go to www.concursolutions.com.
2. You should have received an email with instructions on how to log in, as well as your username and initial password.

3. Once you log in, go into Profile/Profile settings/Change password to create your new password.

4. Once you are in Concur, go to Profile > Profile Settings. 
   1. Personal Info - Update your email, phone number, and other information.
   2. Bank Info - Important to set up early so expenses get deposited to the right account(s).
   3. Expense Preferences - Change communication preferences.
      
   4. Password Reset - Come here to change your password if needed.
5. You can connect any apps to your concur as well. Example: Uber, Lyft, Concur for Mobile, etc. 

6. Once setup in Concur on your computer, do your expense report from your phone with the below links. 

   • Concur for iOS
   • Concur for Google/Android
   It is very helpful to use your phone when doing these, as you can take pictures of you receipts and upload directly from there. 

Once you are logged in, you can begin your first expense report. Use the clickable demo to walk through the process of submitting your expense report.

Important Steps to Take, once setup:

1. Set your bank account information (Profile > Profile Settings > Expense Settings > Bank Info) Reimbursements are issued through Concur via ACH, and your bank information is only visible to the user.
2. Download the SAP Concur mobile app to make expense reporting a breeze! This is optional but very helpful!

Understanding the process:

After submitting an expense report, it will go through two approvals:

1. Your Manager
2. Accounting

You will receive notifications as your report flows through the approval process.

When will I get paid?

Once Accounting releases payment you will receive a notification from Concur stating your report is "Paid." Concur will then begin processing the payment, which can take up to a week.

If you have any questions on Concur, please reach out to Amanda Mitchell at amanda.mitchell@game-one.com).