Concur will be offline June 21 – June 30 in preparation for Workday Financials go-live date of July 1. For travel needs, please contact a CTP agent directly via phone call or email.”
The table below provides some of the common icons you will see in Concur along with a description of what they mean. For a full list of icons, please see this PDF provided by Concur.
||Trip Data||Indicates trip information from an itinerary|
|Ground||Indicates a Limo, Taxi, or Car ground transportation expense|
|Credit Card Transaction||Indicates that an expense entry was a credit card transaction|
|Electronic Receipt||Indicates Electronic receipt has been sent by the vendor to the user’s account|
|Exception||Indicates that an expense entry exception must be resolved before submission|
|Full Allocation||Indicates that the expense entry has been fully allocated|
|Partial Allocation||Indicates that the expense entry has only been partially allocated|
|OCR Receipt||Indicates than an expense entry has an Optical Character Recognition (OCR) receipt|
|Receipt Required||Indicates that an expense requires a receipt|
|Receipt Attached||Indicates that the required receipts have been attached|
|Receipt Affidavit||Indicates a missing receipt affidavit has been attached to the expense|
|XML Receipt Attached||Indicates that an XML receipt is attached to the expense|
|Round Trip||Also indicates that the submitted Expense Report is pending review in the invoice portal|
|Personal Expense||Indicates that an expense entry was marked as personal|
|Report Ready for Review||Indicates that the expense report has been reviewed by a delegate and is ready for delegator review and submission; also indicates an invoice match in the invoice portal|
Expense: The Expense tab is to reconcile One Card transactions and request out-of-pocket reimbursements.
The Approvals tab is to review and approve reports as a supervisor and/or as a Project Manager.
The Travel tab is to book travel online with our travel agency – Corporate Travel Planners. USD-paid airfare is required to go through our agency and will not prompt for a form of payment.
The Request tab is reserved primarily for cash advance – granted case-by-case. This tab is meant to record pre-approvals to travel or expense purchases. All requests are required to be attached to an expense report for reconciliation and/or reimbursement. The Request tab is an optional feature and should be consulted with firstname.lastname@example.org prior to implementing in Schools/Departments.