This guide is intended to highlight the updates made to the Travel Reconciliation Expense Report. For more information on how to create an Expense Report, please refer to Concur Expense: Creating a New Expense Report.
There are two primary changes with the updated Travel Reconciliation Expense Report, the first being procedural in that all International Travel must have an approved Travel Pre-Approval Request attached to the Expense Report before it can be submitted. For details on how to attach an approved Request to an Expense Report please refer to Concur Request to Expense: How to Attach an Approved Request to an Expense Report. The second change was made to the Expense Report Header which captures more information about the trip itself providing better transparency to trip details for the expenses being submitted and significantly improves the overall reporting needs of the University.
- Trip Start Date – the addition of this field ensures the expenses being submitted are directly tied to the dates of travel.
- Trip End Date – the addition of this field enhances the University’s report requirements and allows the University to improve compliance measures around when expenses should be reconciled. For example, x number of days after the trip has concluded vs. x number of days after an expense was incurred.
- Does this trip include personal travel? – The addition of this field provides transparency by distinguishing between University business travel and personal travel and which expenses are allowable for any given trip.
- Personal Travel Dates – If responding Yes to Does this trip include personal travel?, it is important to know which of the traveler's trip days are personal vs. business. Dates should be entered using the MM/DD/YY format.
Once all the appropriate information is entered on the header, click Create Report. If any errors are found, an Alert indicator will be presented to notify users of any issues that may require correction and/or possible action.
Complete and submit the Expense Report as usual. For more information on how to create an Expense Report, please refer to Concur Expense: Creating a New Expense Report.