Overview

This article offers a comprehensive guide on creating an Event Expense Report in Concur. It outlines the necessary information and provides step-by-step instructions to assist users in efficiently navigating the process of reporting expenses related to events within the Concur platform.

Essential Information

• To ensure that all Event Expense Reports are following policy, refer to the Meetings and Entertainment: Overview Blink page.
• The Travel & Entertainment Card should be the payment method for all event-related expenses.
• If your event will have full-service catering, an approved Event Request will need to be attached to the Event Expense Report.
  
  • Please refer to KB0032022: How to Create an Event (Catering) Request in Concur.
  • Full-service catering refers to when an external vendor comes to campus to provide a service (i.e. preparing the food, serving the food, etc).
    • For more information on on-campus full-service catering, refer to the Catering and Bar Services Blink page. 
• To learn more on how to match card transactions to the Event Expense Report, please refer to KB0032028: How to Reconcile a Travel & Entertainment Card Transaction.
• For guidance on adding attendees to the Event Expense Report, please refer to KB0032023: How to Add Attendees to an Event Expense Report.
• Concur identifies the employee payee under Payment Type: Payment to Employee as the user submitting the Expense Report, or the user that the delegate is acting on behalf of.
• To prepare a reimbursement on behalf of the Employee Payee/Host, you would need to:
  
  • Be added in Concur by the employee as their delegate.
  • Select the option to act as their delegate before starting the Request/Expense process; you do not need to act as a delegate for Non-Employee Payees.
• To learn more about acting as a delegate for another user, please refer to KB0031975: How to Act as a Delegate in Concur.
• To learn more about how to assign users to act on your behalf, please refer to KB0031969: How to Add a Request Delegate and an Expense Delegate in Concur.
• If a Travel & Entertainment (T&E) Card was used to pay, an Event Expense Report needs to be created under the T&E Cardholder's profile to reconcile the expense.
• If a payee attends a local conference, an Event Expense Report can be submitted to reimburse/reconcile the expenses.  
  • You can use the Event Type of Business/Technical Meeting to reconcile expenses for local conferences. 
• NOTE: Per policy, receipts are not required if the expense is under $75. 

 

Next Steps

Video: How to Create and Submit an Event Expense Report

To Create an Event Expense Report

1. Log in to Concur via Single Sign-On.
2. From the Home page, click on the three horizonal line icon and then select Expense and then Manage Expenses.
   
3. Select Create Expense Report.
   
   
   1. Alternatively, you can also create a new Expense Report from the Concur Homepage by selecting the Create Expense Report button.
      
      
4. In Report Type, select Event Expenses and Other Reimbursements.
   
   
5. Fill out all of the required fields on the report header.
   1. Event Name, Event Start Date, Event End Date, Event Type, Detailed Business Purpose, and Financial Unit. 
6. Select the Create Report button.

To Add Travel & Entertainment Card Transactions:

NOTE: This is only applicable if the T&E Card was used to pay for event expenses; skip this section if this does not apply to your Expense Report.

1. In the open Expense Report, click the Add Expense dropdown and then choose the Select from Available Expenses option. 
   
   
2. A pop-up window will appear where you can view all of your T&E Card transactions.
3. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event.
4. Select Add to Report to claim the card charges to the appropriate Event Expense Report.
   
5. To add expense information, hover your cursor over the charge and select the transaction. 
   
6. Enter in the proper information regarding the Expense, i.e. proper Expenditure Type (formerly Expense Type), specific Notes/Business Purpose in Comment as applicable.
   1. For Payment Type, it should automatically populate to the UCSD T&E Card.
   2. For more information on allocating expenses to another CoA string, please refer to KB0032337: How To Allocate Expenses in Concur.
7. If you need to attach an itemized receipt:
   1. Select Upload New Receipt button and choose the proper file—the receipt will automatically attach.
      
8. Select Attendees to provide the participant count and Attendee list as required per policy.
   1. For more guidance on adding Attendees, please refer to KB0032023: How to Add Attendees to an Event Expense Report.
9. Once finished with Event Expense Details, select Save Expense.
10. Repeat Steps #5-9 for any additional card transactions.

To Add an Out-of-Pocket Expense

NOTE: This is only applicable if an employee paid out-of-pocket for an event expense and needs to be reimbursed; skip this section if not applicable.

1. Click on the Add Expense dropdown and select the Manually Create Expense option.
   
   
2. A pop-up box will appear that shows all of the available Expenditure Types that you can choose. 
3. In the pop-up, you can scroll down to locate the applicable Expenditure Type for the expense you will be claiming or you can use the Search bar and type in the Expenditure Type that you want to use.  
   
   
4. In the New Expense, on the Details tab, enter in the required Expense information, denoted by red asterisk.
5. For Payment Type, select default, Payment to Employee.
   
   
6. If you need to attach an itemized receipt:
   1. Select Upload Receipt Image and choose the proper file - the receipt will automatically attach.
   2. Acceptable file formats in Concur: .png, .jpg, .jpeg, .pdf, .tif, or .tiff – 5MB limit per file.
       
7. Select Attendees to provide the participant count and Attendee list as required per policy.
   1. For event types that require an attendee list, please refer to KB0032023: How to Add Attendees to an Event Expense Report.
8. Once finished with Event Expense Details, select Save Expense.

To Add a Payment to an Event Vendor

NOTE: This is only applicable if a payment needs to be sent to an outside vendor; skip this section if this does not apply to your Expense Report.

1.  Click on the Add Expense dropdown and select the Manually Create Expense option.
   
   
2. A pop-up box will appear that shows all of the available Expenditure Types that you can choose. 
3. In the pop-up, you can scroll down to locate the applicable Expenditure Type for the expense you will be claiming or you can use the Search bar and type in the Expenditure Type that you want to use.  
   
4. In this example, the Expenditure Type is Audio Visual Services.
5. Enter in the required Expense information.
6. For Payment Type, select Payment to Payee (Non-Employee) - ACH, Check.
7. Select the Payee under the Payee (Non-employee) #/Name and Payee (Non-employee) Address fields.
   
   
8. To attach an itemized receipt, select the Upload New Receipt button. 
   
   
9.  Once finished with Event Expense Details, select Save Expense..

NOTE: For event types that require an Attendee list, please refer to KB0032023: How to Add Attendees to an Event Expense Report.

To Submit an Event Expense Report

1. Once the applicable Expenses have been added to the Expense Report, make sure that you select them all and click Allocate to add the rest of your Chart of Account (Required fields: Financial Unit, Approver, Project, Task, Fund (only required if not using a Project), Function (only required if not using a Project).
   1.  For more information on allocating expenses to another CoA string, please refer to KB0032337: How To Allocate Expenses in Concur.
       
2. After you have ensured that all your expense lines have been Allocated, select Submit Report.
   
   
3. Select Accept & Continue and then Submit Report on the two dialog boxes that follow to submit your report.