Click on the New Tile and select Start a Report

Creating an Expense Report Step 1

  • Include the required information on the Report Header as shown below.
  • Report Date – defaults as current date
  • Report Name – use something that will allow you to clearly recognize the report
  • Travel Start Date is date of first receipt in report or actual trip date whichever is earlier (all receipt dates must be within the Travel Start and End Dates).
  • Travel End Date is date of last receipt. If one day trip, Travel Start and End dates can be the same. Creating an Expense Report Step 2

Click Next. If you have charges on your card, they will be available for you to import to your expense report under SmartExpenses. This screen will automatically come up if your card charges are in the system.

Creating an Expense Report Step 3

  • Select the expense and click Move, then select To Current Report or To New Report, as appropriate.
  • As you pull in expenses, you will need to then edit to choose the appropriate expense type if not already completed.
  • Receipts are required for $25 and over.
  • Required fields show a red line to the left of the box. Be specific in the business purpose for each transaction, if necessary, overriding the default from the report header.  Add comments as appropriate. 


Creating an Expense Report Step 4




Choose the appropriate expense type from the list on the right of the screen. Required fields show a red line to the left of the box. Receipts are required.  Add comments as appropriate. 




  • To change the budget where your expense report will be charged, change the Index Code (Orgn or Fund) on the Report Header. If you have created a report and need to change the budget, you can access the Index by clicking the Details drop down and selecting Report Header.
  • If your department uses Activity Codes, they need to be in ALL CAPS.

  • All expenses incurred on travel cards should be Imported into the report, NOT added as new expenses.
  • Travel Dates should be truly the date of the travel but expenses must be processed in an expense report within 14 days, even if the travel occurs months in the future.
  • Please make sure you are selecting the most appropriate expense type.
  • The Missing Receipt Affidavit can be found via Attach Receipt in Expense Details

  • Travelers are encouraged to include receipts for all transactions, please remember that detailed receipts are required for all meals over $25.
  • When using the missing receipt form for a detailed receipt for a meal expense, be aware that the missing receipt form will not be listed in the options if the summary credit card receipt is attached. You must detach the summary, use the affidavit and then reattach the summary at the header.
  • The Expense Type "Other Non-Travel" will require you to enter a GL Account Code. You can access the list by typing a "7" in the GL Account Code Box.

**Additional information can be found in the Help - Training area of Concur



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