Gibson > Concur
To manage expenses, click on the Expense tab and then Manage Expenses
A charge on T&E card show up as Expense. Need to create a report and add the expense to the report.
Create new report
Report Name - Name_TravelLocation
Business Purpose - choose best fit
Account/Project - Registrar should auto populate at the top
Upload receipt
Add the expense to the report
Click on Expense and click Move and add to existing report.
Choose natural account
Business purpose
Save
Click back into it and add the receipt and Save
Click Allocate. Dept use is 0000 (unassigned)
Submit report
Don’t submit expense report for conference travel until trip is over
To add someone to administer your expenses on your account:
Click on Profile > Profile Settings > Expense Delegates > Add
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