Administrative Systems (AFIT)Administration and FinanceConcurTravel Expense ReportAdding Expense on a P-Card Paid by Others (New Process)

Adding Expense on a P-Card Paid by Others (New Process)

These instructions cover how a traveler can add their portion of a group registration expense to their report when someone else paid for that group registration.

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Table of Contents

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How to Add Your Portion of a Group Registration Expense

Step 1: Select Expense at the top of the homepage.

Select the expense tab

Step 2: Then, click on the Report that has not been submitted yet.

Select the expense report

Step 3: Click on Add Expense to create a new expense on your Expense Report (if you have not already created one).

Select the Add Expense button

Step 4: Under the Create New Expense tab, click on the registration expense.

Select Registration Fees/Workshops under 04. Other

Step 5: Once you have added Registration Fees/Workshops as a new expense, fill out the required fields (as noted with a red asterisk).

When adding in the expense amount, enter only your portion of the receipt total for the registration expense. For example, if the receipt is for $1,500 and there were 10 attendees, then your portion would be $150.00.

The New Expense view is displayed

Step 6: In the Payment Type field, select P-Card Paid Travel by/for Others.

In the Payment Type field, select P-Card Paid Travel by/for Others.

Adding P-Card Holder's Name

Step 7: In the Comment box add the p-card holder's name. This will be the person who paid for the expense.

In the Comment field, input the p-card holder's name.

Step 8: Attach your receipt by using the Attach Receipt Image Window.

Note: You will also follow this process to attach your agenda, schedule, or program flyer.

Select Attach Receipt

Step 9: When you are done, click Save Expense.

Select the Save Expense button

Need more help?

Contact Concur Support at [email protected] or at 657-278-3600.