If you’re a business traveler, you know how important it is to track and manage your expenses in order to stay within budget and maximize your reimbursement. One way to do this is by using Concur, a software platform that allows you to manage your travel expenses in one place. Here’s a step-by-step guide to expensing travel in Concur.
First, log in to your Concur account and select the “Expense” tab. You’ll be taken to your expense dashboard, where you can view and manage your expenses.
Next, select the “Add Expense” button and choose the “Travel” category. You’ll be prompted to enter the details of your trip, such as the destination, the dates of travel, and the purpose of the trip.
Once you’ve entered your trip details, you can start adding your expenses. To add an expense, select the “Add Expense” button and choose the type of expense you’d like to add, such as airfare, accommodation, or meals. You’ll be prompted to enter the details of the expense, such as the vendor, the amount, and any applicable receipts or documentation. You can add as many expenses as you’d like to your trip.
It’s a good idea to keep all of your receipts and documentation in one place, such as a folder or an electronic file, so you can easily access them when adding expenses in Concur.
Once you’ve added all of your expenses, you can submit your trip for approval. Your trip will be reviewed by your manager or the designated approver, and you’ll be notified once it has been approved or denied.
By using Concur to manage your travel expenses, you can streamline the expense process and ensure that your expenses are accurately tracked and reimbursed. With a little bit of organization and planning, you can make the most of your business travels.