To create a new expense report, navigate the Concur home page as per your preference to reach the Expense page. Once in the Manage Expenses page, clicking the +Create New Report box is the same in both the existing and NextGen UI.
|Existing UI||NextGen UI|
In the existing UI, a new page will open for the user to select and complete the appropriate report along with all necessary information relevant to the Type of Report. Once all the information has been completed, click the blue Next>> button to continue with the report.
In the NextGen UI, a new window pops up for the user to select and complete the appropriate report along with all necessary information relevant to the Type of Report. Once all the information has been completed, click the blue Create Report button to continue with the report.
Upon clicking Next>>, the existing UI will show any applicable Exceptions immediately. Users can then acknowledge or take corrective action and click Next>> again to move to the next page and begin entering expenses.
In the NextGen UI, Exceptions are new called Alerts. Alerts will no longer immediately appear. Instead, the user will be taken to another page. It is at the top of that page where the Alerts will be. Alerts are by default minimized in the NextGen UI. Alert ribbons can be red or yellow. To view the Alerts and associated messages, users will need to click the drop-down carrot to expand the window exposing the Alerts for acknowledgement or to take corrective action.
Deleting a Report
In the existing UI, to delete a report, in the upper right of the page, click on Delete Report. A pop-up will appear asking the user to Please Confirm by clicking Yes or No.
In the NextGen UI, to delete a report, click on the trash can icon, next to the Report Name. A pop-up will appear asking the user to Confirm Delete by clicking Delete or Do Not Delete.