SAP Concur – Personal Expenses Guide

Use this guide to submit, approve, and manage personal expenses in SAP Concur.

Jump to:

• Adding an Expense
• Attaching Receipts
• Itemising Expenses
• Adding Bank Information
• Adding a Vehicle
• Approving Expenses (Managers)
• Checking Payment Status
• SAP Concur Mobile App Features
• Support & Troubleshooting

📌 Adding an Expense

How do I create and submit a new expense claim?

1. Log in to SAP Concur.
2. Go to the Expense tab.
3. Click Create New Claim and fill in the required details.
4. Select Add Expense to upload a receipt or create a new expense manually.
5. Attach receipts and complete all required fields.
6. Save and Submit the report for approval.

Tip: Save your claim regularly to avoid losing progress.

📎 Attaching Receipts

What’s the best way to add receipts?

You can attach receipts by:

• Uploading from your computer or mobile device.
• Using the SAP Concur mobile app to take a photo.
• Emailing to [e-mail] from your verified email address.

Make sure all receipts are clear, legible, and match the expense details.

🧾 Itemising Expenses

When and how do I itemise?

Itemising is required for expenses like hotel bills or group meals.

1. Select the expense entry.
2. Click Itemise.
3. Break down the total amount into individual components (e.g., room rate, meals, taxes).
4. Save each itemised line.
5. Ensure the total matches the original expense amount.

🏦 Adding Bank Information (Reimbursements)

Where do I enter my bank details?

1. Go to Profile Settings > Bank Information.
2. Enter your account number and sort code.
3. Save your details.

Tip: Ensure your details are correct to avoid payment delays.

🚗 Adding a Vehicle

How do I add a vehicle for mileage?

1. Go to Profile Settings > Personal Information > Vehicle Information.
2. Click Add a Vehicle.

Choose the correct type:

• Personal Vehicle – select Personal.
• Company Vehicle – select Company and enter HR/fleet-provided details.
• Cash Allowance Vehicle – select Cash Allowance.

✅ Approving Expenses (Managers)

How do I review and approve reports?

1. Go to the Approvals section.
2. Select a submitted report to view details and receipts.
3. Approve or Return the report with comments if changes are required.

💰 Checking Payment Status

How do I track payment progress?

1. Go to Expense > View Reports.
2. Locate your submitted report and check the Status column.
3. Click the report to view detailed approval and payment stages.

• Scheduled for Payment
• Paid
• Returned (requires correction)

📱 SAP Concur Mobile App Features

What can I do on mobile?

• Capture and upload receipts instantly.
• Create and submit expense reports on the go.
• Approve reports (if you are a manager).
• Track mileage using GPS.

🛠 Support & Troubleshooting

Where can I get help?

1. Check your SAP Concur – Personal Expenses SharePoint for help guides.
2. Check the Group Expenses Policy to ensure you are submitting expenses within policy
3. If unresolved, submit a request to the Payroll & Expenses Team.
4. For login issues, verify your email and try resetting your password.

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