Concur allows you to quickly and easily capture your company expenses, automating your expense reports and saving you time. 


This article will provide an overview of the expense reporting process. If you have any questions regarding this, please contact matt.greendwood@centurygroup.ca 


For more articles about using Concur including, Getting Started with Concur, and How to sign in to the Concur app for iOS, check out our Concur section in Resolution Centre



Concur Workflow


The diagram below illustrates how the expense reporting process works. While this example is for corporate Visa cards, the process is similar for personal expense reimbursements and mileage expenses. 


1. Capture your expense using the mobile app

When you incur a transaction, use the ExpensIt feature in the Concur app for mobile to capture the receipt. The app will automatically pull in the relevant information such as the total amount and location, and match it with the card transaction. This will automatically be added to your expense report for the corresponding month. 


2. Complete the required expense details

Concur will automatically pull in certain details about your expenses, such as the amount, location, receipt etc... but you will also need to complete the other required fields, including Business Purpose, Expense Type, Department, Property and Job Code (if applicable).


You can use the mobile app or the web page to complete this step. Concur will show alerts like the one below if you are missing the required information to help ensure you have everything complete before you submit your expenses. 

3. Submit your report

Concur uses 'Expense Assistant' to automatically create and add expenses to monthly reports for you. During the first few days of the month, you'll receive an email prompting you to complete and submit your previous month's expense report. 


Once you have verified all the details of your report are complete and correct, you can hit the 'Submit' button. Your report will be sent to your leader for approval. 



You're done!