Expense reports submitted in Concur require specific information and documentation to be approved and reimbursed. By submitting complete and accurate requests, you’ll experience a smooth process and fewer delays.

At the next Travel Talk Tuesday on Aug. 25, from 10 to 10:30 a.m. (PT), the Business Resource Center Travel and Entertainment team will share a checklist of key considerations for Concur submissions.

Key topics

• Header screen review: Check that you’ve provided the correct COA and financial unit approver, and a clear and detailed business purpose.
• Tell the whole story: Provide details for expenses that might not be included or may be covered by alternate means.
• For flights, hotel stays and rental cars: Provide final itemized invoices detailing all charges and the source of payment. If your business travel intersects with personal travel, provide comparison quotes.
• Learn where to include key information. Documentation and added notes do not always carry over to the following sections.
• Find out what to do if you need to update the financial unit approver and/or COA in the allocation section.

Join us!

• What: Travel Talk Tuesday: Concur expense report checklist
• When: Aug. 25, 10 – 10:30 a.m. (PT)
• Where: Zoom. No registration needed. Join the meeting here.

For questions, contact brctravelandent@ucop.edu.

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