Concur Attachments. Table of Contents

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1 Concur Attachments These instructions will include how to attach the following documents to Travel Request and Expense Reports: Conference Agendas Registration Fee Receipts Paper Travel and Online Travel Requests Table of Contents Attach documents to Travel Request... 2 Expense Report Attaching Receipts and Documentation... 7 Attaching Receipts at the Expense Item Linking Online Travel Request Linking Paper Travel Request Lost/Missing Receipt Verification Form V.1 Page 1 of 27

2 Attach documents to Travel Request These instructions will include how to attach documents to a Travel Request: Agenda Registration Fee Step 1: Log into the CSUF portal. Step 2: Under More Apps, click on Concur. V.1 Page 2 of 27

3 Step 3: When you are logged into Concur, click on Requests to see your travel requests. Step 4: Go to your travel request that you are working on. Note: Refer to the Travel Request Instructions for more information on how to complete a travel request. V.1 Page 3 of 27

4 Step 5: Once you have filled out your Request Header information, click on Segments to add and complete all relevant segments. Click Save after each Segment. Note: Refer to the Travel Request Instructions for information on how to add segments. Step 6: Click on the Expenses tab to begin adding any additional expenses. Note: Refer to the Travel Request Instructions for information on how to add expenses. V.1 Page 4 of 27

5 Step 7: Once you have filled in the required fields, you may attach the required documents by clicking on Attachments and Attach Documents. Step 8: Click Browse to upload the document on your computer. V.1 Page 5 of 27

6 Step 9: A pop up will show and you will need to locate the documentation that you saved on your computer. Once you have found the required documents, select it and select Open. Step 10: Once you have selected the document, click Upload to attach it to your expense. V.1 Page 6 of 27

7 Expense Report Attaching Receipts and Documentation These instructions cover how to attach receipts and documentation on a travel expense report and p card expense report. Step 1: When you are logged into Concur click on the Expense tab to see your available expense reports. Step 2: Under Active Reports, click on the proper Report that has not been submitted yet. V.1 Page 7 of 27

8 Step 3: Once you have clicked on the Expense Report, you will be able to attach the required documents by clicking the Receipts drop down at the top. Step 4: From there, click on Attach Receipt Images. V.1 Page 8 of 27

9 Step 5: A pop up will appear allowing you the option to browse your computer for receipts and documents. Select Browse. Step 6: A pop up will show and you will need to locate the receipts and documentation that you saved on your computer. Once you have found the proper receipts and documentation, select it and select Open. V.1 Page 9 of 27

10 Step 7: After you have attached your receipts and documentation, select Upload. Step 8: Lastly, you will see your documentation has been attached and from there, you may close out of the pop up. V.1 Page 10 of 27

11 Attaching Receipts at the Expense Item These instructions go over how to attach receipts for the individual expenses. Step 1: To attach the receipt for the expense, select the expense. Step 2: Go to the right hand side of the panel to view the details of the expense. V.1 Page 11 of 27

12 Step 3: To attach the receipt, select Attach Receipt located at the bottom. Step 4: A pop up will show and you will need to locate the receipt for that expense. V.1 Page 12 of 27

13 Step 5: If your receipt is saved to your desktop, select Browse and locate the receipt you want to attach. When you have located your receipt, select the document and select Open. Step 6: From there select Attach and proceed to completing the rest of your expense report. V.1 Page 13 of 27

14 Step 7: If you uploaded your receipt to Concur, go to Available Receipts and locate the receipt you want to attach. Select the receipt and select Attach. V.1 Page 14 of 27

15 Linking Online Travel Request With these simple steps, you can link your Online Travel Request to your Expense Report. By linking your Travel Request, some of the information from your trip will automatically populate making it an easier process to submit your Expense Report. Step 1: Begin by clicking on Requests. Step 2: On the coordinating travel, click on Expense. Note: By selecting Expense, your report will be created and pull the details of your trip. V.1 Page 15 of 27

16 Step 3: Your screen will refresh. This next portion provides high level instructions for creating a Travel Expense Report. Be sure to designate the Start Time and End Time of the trip. Note: The start and end time are based on Pacific Standard Time. V.1 Page 16 of 27

17 Step 4: Once you have added the required fields, click on Next. Step 5: To confirm that your travel request was linked to your expense report, select Details and Report Header. V.1 Page 17 of 27

18 Step 6: From there, a pop up will show and you will need to scroll down to the bottom of the page. At the bottom, you will see that your travel request is linked to your expense report. Step 7: From there, the Expense Report will be created which will allow you to add expenses. To begin/add a new Expense, click on + New Expense. Refer to Travel and P Card Expense Reports for more information on how to add expenses. V.1 Page 18 of 27

19 Linking Paper Travel Request If your Travel Request was done on paper and you are now processing the Travel Expense through Concur, please follow the following steps. Helpful Reminder: Keep your TR# at hand as you will need to provide it within your Expense Report. Step 1: Start by clicking on Expense. Step 2: Next, select the report you need to link a Travel Request to. V.1 Page 19 of 27

20 Step 3: From there, select Details and Report Header. Step 4: Once the Report Header has appeared, add the original TR# into the Comments field of the report header. V.1 Page 20 of 27

21 Step 5: After you add the TR#, press Save in the lower right hand corner. Step 6: Next, to attach the Travel Request, select Receipts and Attach Receipt Images. Step 7: Select Browse to attach the document from your computer. V.1 Page 21 of 27

22 Step 8: A pop up will show and you will need to locate the Travel Request documentation that you saved on your computer. Once you have found the Travel Request documentation, select it and select Open. Step 9: After you have attached the Travel Request, select Upload. V.1 Page 22 of 27

23 Step 10: Lastly, you will see your Travel Document has been attached and from there, you may close out of the pop up. V.1 Page 23 of 27

24 Lost/Missing Receipt Verification Form These instructions include how to attach documentation when you are missing a receipt. Step 1: From the SAP Concur dashboard go to Company Notes and click on Read more. Step 2: Scroll down until you get to Travel and P Card Forms. V.1 Page 24 of 27

25 Step 3: Select Lost/Missing Receipt Verification Form. Step 4: A new window will open up with the form. Print and fill out the form, scan it, and upload it onto your computer (to attach). Note: You will not be allowed to use the mobile apps to take a picture of the form. V.1 Page 25 of 27

26 Step 5: Go back to your expense report and look for the expense that is missing the receipt. Select the expense. Step 6: On the right hand side of the expense click on the Attach Receipt button. Note: Refer to pages for instructions on how to upload the receipt. V.1 Page 26 of 27

27 Step 7: Once your receipt is uploaded, the expense will have a receipt attached. Click on the Receipt Image tab. Step 8: Under the Receipt Image tab, you will see the completed Lost/Missing Receipt Verification form. When you are done reviewing the expense, you can proceed to completing the rest of your expense report. V.1 Page 27 of 27

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