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Concur Expense and Travel Services

Reimbursement Guides

Creating an Expense Report for Non-Travel Reimbursement

This form should be used for employee-paid expenses, not related to travel, that qualify for reimbursement. You can combine as many expenses as needed into one report.  

  • 1. Log in to Concur Using the SSO Login

    Log in to Concur using the SSO login. Click Expense either in the top menu bar or click +New and then Start a Report.

  • 2. Create a Non-Travel Employee Reimbursement Report

    Click Create Report. For Report Type, choose Non-Travel Employee Reimbursement. Fill out all the required information and click Create Report.

    Note: If you are unsure of the 23-digit account codes you should use, please get in touch with your Department Aps for assistance.

  • 3. Choose Your Expense Type

    Click Add to begin adding the expense types that best match your request for reimbursement. Scroll through the list to select your choice, or start typing to find your desired selection.

    Once you've selected an expense type, the form will open. Begin completing all the required fields marked with a red asterisk.

  • 4. Attach a Receipt Image

    Click Upload Receipt Image to add a receipt to your expense. You can upload a file from your computer or select from Available Receipts.

    Note: For more detailed instructions, refer to the training aid on uploading receipts.

  • 5. Submit the Expense Report

    After entering all required information and attaching your receipt, click Submit Report to complete your request.

    Note: If you need assistance, contact your Business Office or visit the Travel and Expense Website for more information and training aids.

Two people reviewing paperwork placed on a table between two laptops.

Creating a Non-Travel P-card Expense Report

This step-by-step guide will show you how to create and submit your Non-Travel P-Card Expenses in Concur. This report should only contain P-Card charges made and posted during that month’s billing cycle. All non-travel P-Card charges should be included in this report unless you purchase travel expenses for someone other than yourself.

  • 1. Log in to Concur and Start a New Report

    Log in to Concur using your SSO login and click the Expense tab in the toolbar at the top of the page. Then, click Create Report.

  • 2. Create a Non-Travel P-card Report

    From the Report Type dropdown, select Non-Travel P-card Report. Enter a descriptive Report Name (ex., Your Name P-card Month and Year). Click Create Report to continue.

  • 3. Add P-card Charges to Your Report

    Click Add Expense to begin. In the list of Available Expenses, select the checkboxes next to the P-card charges you want to include. Click Add to Report to move them to your report.

    Helpful Tip: Pending Card Transaction is for receipts uploaded into the system, not for P-card charges.

  • 4. Review and Edit Expense Details

    Click on each expense line item to open and edit individual charges. Complete the required fields marked with a red asterisk. Ignore the Alerts banner until all expenses are reviewed and edited.

  • 5. Attach Receipt Images

    Click the red outlined Upload Receipt Image box to attach receipts. Upload a file from your computer or select from Available Receipts. If a receipt is missing, use the Missing Receipt Declaration form.

  • 6. Allocate Your Expenses

    Click Allocate (above the Expense Type) to open the allocation screen. Click Add to begin selecting the correct chart field strings. Use the filter option to search by Code, Text, or Either.

    Helpful Tip: Save your allocation as a Favorite for faster entry in future reports. Click the checkbox next to your selection, click Save as Favorite, give it a name, and reuse when needed.

  • 7. Finalize and Submit Your Report

    Repeat the allocation process for each expense. When all charges for the billing cycle are completed and all Red Alerts are cleared, click Submit Report.

    Workflow: Cardholder Submits Report → External Validation → Liaison Approval → Budget Approver

Creating a Guest/Visitor Reimbursement

This form is used when reimbursing guests/visitors for expenses incurred on Clemson University business. For more information about reimbursing guests/visitors and when this form is used, click here.

  • 1. Log in to Concur and Start a Report

    Log in to Concur using your SSO login. Click Expense in the top menu bar or click +New and select Start a Report.

  • 2. Create a Guest/Visitor Reimbursement Report

    Click Create Report. From the Report Type dropdown, select Guest/Visitor Reimbursement. Complete all required fields and click Create Report to proceed.

    Note: If you are unsure of the 23-digit account codes to use, contact your Department Aps for assistance.

  • 3. Add Expense Types to Your Report

    Click Add to search and select the expense type that matches your reimbursement request. You can scroll through the list or start typing to search.

    Once selected, a form will open. Complete all required fields marked with a red asterisk.

    Note: For guest/visitor reimbursements, be sure to select Payment to Non-Supplier as the payment type.

  • 4. Upload Receipt Image

    Click Upload Receipt Image to attach a receipt to your expense. Upload from your computer or choose from Available Receipts.

  • 5. Add Non-Supplier Payment Information

    After saving your expense with the attached receipt, click Add again to select the Non-Supplier Payment Information form.

    Enter the guest/visitor’s name and payment information, then click Save Expense.

    Note: A receipt is not required for this form.

  • 6. Submit Your Report

    When all expenses have been added and completed, click Submit Report. Once approved through all required steps in Concur, reimbursements are paid out on Thursdays.