Step 3: Expense Report is Created & Submitted
An employee or their delegate(s) can create a Concur expense report for an out-of-pocket expense. For privacy and security, employees must personally provision delegate access. Employees must also submit their own reports to certify what their delegate has prepared is correct. Only a department delegate is authorized to submit a report on a guest’s behalf.
In an effort to reduce the number of expense reports submitted, users are encouraged to aggregate, where appropriate, and submit in 30-day intervals. In other words, instead of submitting a report for each individual expense, users can combine their expenses into a single report that they submit at the end of each month.
EXAMPLE: If you incur various expenses from July 1 to July 30, consolidate them into one report that you submit on August 1.
To ensure compliance with IRS rules, non-T&E reimbursements must be submitted within 60 days of the date the expense was incurred. Reimbursements submitted after 60 days will be reviewed on a case-by-case basis. Reimbursements older than 364 days cannot be processed through Concur and require exceptional approval from executive leadership.
NOTE: Partial reimbursements are not permitted.