Overview

This process outlines the steps to reference travel expenses paid by a departmental p-card, direct bill or a third party sponsor on a Travel Expense Report in Concur. It covers how to enter new expenses, update existing ones, and provide necessary details for accurate reporting. This ensures proper allocation and documentation of travel-related expenses, complying with university policies.

Process

Step One: Log into Concur

Log into concur.charlotte.edu.

Step Two: Identify Expense Type

• If the expense was entered on the Travel Request and pulled into the Expense Report: 

1. Select the expense to open the details page.  

2. Continue to Step Three.

• If the expense is new:

1. Select Add Expense. 

2. Create New Expense.

3. Select the relevant expense type from the list.

4. Continue to Step Three.

Step Three: Complete or Update Required Fields

Complete or update the required fields noted by the red asterisk, including selecting the appropriate Payment Type.

• Departmental P-Card Expenses: Add the Expense Report ID that the p-card transaction was reconciled on in the Comments field.

• Direct Bill: No additional references are required for Direct Bill payments.

• Third Party Sponsor: In the Comments field, add the name of the third party sponsor who paid for the Expense.

Step Four: Save Expense or Add Another

Select Save Expense or if additional expenses are needed, Save and Add Another.

For Departmental P-Card, Direct Bill, or Third Party Sponsor Expense Types, an itemized receipt is not required to be uploaded for the Travel Expense Report. 

Additional Support

If you have questions or need further assistance, please refer to the Concur FAQs and Guidance or submit this request form.