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Travelers Guide for
Concur
Preparing travel Requests, cash advances, and
travel Expense Reports
Youngstown State University does not discriminate on the basis
of race, color, national origin, sex,
sexual orientation, gender identity and/or expression,
disability, age, religion or veteran/military
status in its programs or activities. Please visit YSU's
Commitment to Accessibility webpage for
contact information for persons designated to handle questions
about this policy.
http://www.ysu.edu/ada-accessibility
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Page 1 of 36 Revised 08/31/2015
All Travel must be in compliance with Travel Guidelines – see
Travel Services
Travel Guidelines require that all travel is pre-approved. A
Request must first be completed and
approved in Concur. To complete the Request you need to estimate
expenses for your travel and
enter into the fields in the online form. Reservations can then
be booked either through the Concur
booking tool or agent direct with Traveline. The use of
Traveline in most instances is mandatory.
After the trip has occurred, an Expense Report must be completed
in order to reimburse the traveler
for any expenses or reconcile any Cash Advances or TravelCard
charges.
Authorization forms for Concur access for students and staff
(not already in Concur) are located on
the Travel Services website.
There are many Concur guides and videos that are excellent tools
for learning how to use the CT&E
system and are available once you login to the application. This
document summarizes and clarifies
some procedures which may be unique to YSU. Concur videos can be
viewed by clicking the “Help”
button at the top right-hand corner of the Concur screen. There
is also a list of videos following the
Table of Contents. CT&E Travel Tips are short snippets to
address common issues and are posted on
the Travel Services website.
Click commands are in bold and “quotes”
Table of Contents 1. Creating a new Travel Request
...............................................................................................................
3
2. Completing the Request Header
............................................................................................................
4
3. Completing the Expenses tab
.................................................................................................................
4
4. Allocating the Request to different FOAPs (if needed)
..........................................................................
5
5. Submitting the Request for approval
.....................................................................................................
7
6. Booking travel reservations
....................................................................................................................
8
7. Completing the Expense Report/Report Header
.................................................................................
10
8. Completing the itinerary information
..................................................................................................
12
9. Entering a hotel bill
..............................................................................................................................
16
10. Itemizing the hotel bill
..........................................................................................................................
16
11. Registering a car in order to claim personal car mileage
.....................................................................
19
12. Entering Personal Car Mileage
.............................................................................................................
20
13. Copying Personal Car Mileage to other days
.......................................................................................
22
14. Entering other types of expenses
.........................................................................................................
23
15. Business Meals – Do not use for personal per diem meal
reimbursement ......................................... 24
http://web.ysu.edu/gen/ysu/Travel_Services_m3480.htmlhttp://web.ysu.edu/gen/ysu/Travel_Services_m3480.htmlhttp://web.ysu.edu/gen/ysu/Travel_Services_m3480.html
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Page 2 of 36 Revised 08/31/2015
16. Allocating Expenses to different FOAPs
...............................................................................................
25
17. Attach Receipts
.....................................................................................................................................
28
18. Reducing the amount of the Expense Report
......................................................................................
30
19. Print/Email/Save Report
.......................................................................................................................
31
20. Submitting an Expense Report
.............................................................................................................
32
21. Recalling an Expense Report
................................................................................................................
32
22. Adding another Expense Report to a Request
.....................................................................................
33
23. Finding old Requests and Expense Reports
..........................................................................................
33
24. Administering Travel on behalf of another
..........................................................................................
34
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Page 3 of 36 Revised 08/31/2015
1. Creating a new Travel Request
Keep in mind that the Request is your permission to travel,
documentation of your
destination, business purpose, dates of your travel, and your
estimated expenses.
These are not your actual expenses and a reimbursement will not
be generated from a
Request and no budget is encumbered or charged. If you request
and receive a cash
advance, this is the same as taking a loan from YSU which you
must account for or
repay. When you file your Expense Report, you will account for
the actual expenses that
the cash advance was used for and the loan will be zeroed out.
If you need to return
any excess cash advance, please use the deposit slip on the
Travel Services website.
Logon to the YSU Portal. Click on the “Concur” link on the
left-hand side of the page
under eServices for Faculty and Staff. You will be on the My
Concur home page.
Click on “+ Start a Request” button to begin a new Request or
click on “Requests” at the
top of the screen and click on the “Create New” and choose “New
Request”.
Screen shot of the My Concur home page
http://web.ysu.edu/gen/ysu_generated_bin/documents/basic_module/Cash_adv_return_dep_form.pdf
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2. Completing the Request Header
The Request header screen opens up. Complete the Request Name by
entering the
location and date of trip. This information will carry to your
Expense Report and the
first 27 characters will appear on your check stub or direct
deposit notice.
Enter the start date and end date of your trip.
Enter the business purpose. This will carry throughout your
report.
Choose the account code for your travel from the drop-down. On
the allocation screen
– different FOAPs may be chosen on the same report (See section
3).
If you have a conference registration fee over $100 to prepay or
are traveling with a
student group, you may complete the cash advance amount. Add a
cash advance
comment of what the cash advance will be used for.
Click “Save”.
Screen shot of Request Header
3. Completing the Expenses tab
Once you Save the Request, you will be taken to the Expenses
tab. If you exited the
report after saving and are going back in, click on the Expenses
tab.
Choose the expense type such as hotel, airfare, fixed meals etc.
to enter your estimated
expenses. Enter the information required as indicated by the red
bar.
Use the first day of travel for the transaction date and enter
the total amount for that
expense type – especially fixed meals. Do not put an estimate
for each day. Only enter
amounts that YSU will reimburse – i.e. if you have a limit of
$1,100 – only enter
estimated expenses up to $1,100.
If you request a cash advance for a conference fee, you must
enter an estimated
expense for the conference fee under the Expenses tab and attach
a copy of the
Registration form under the Attachments drop-down menu.
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Page 5 of 36 Revised 08/31/2015
Screen shot of Request Expenses estimate tab
4. Allocating the Request to different FOAPs (if needed)
Requests do not encumber any monies or charge any budget but you
may need to show
the different FOAPs on your Request. On the Request, expenses
have to be allocated as
a group. (On the Expense Report, they can be allocated
individually).
Click on any one of the estimated expenses to move it to the
right pane.
Click on the “Allocate button” in the bottom right corner.
This will take you to the allocations screen and all expenses
will be checked. On a
Request you can allocate by percentage or amount but the
allocation will apply across
all estimated expenses.
Click on the “Allocate by” and choose either percentage or
amount.
Enter the dollar amount or the percentage amount in the first
box.
You can change the FOAP by slowly typing over the fund,
organization, or program code.
When the new code appears, click on it to choose it.
If the amount in the amount box is not for the full amount, a
new allocation box should
appear, if it does not click on the “Add New Allocation”
button.
Once the allocations are completed. Click “Save” to return to
Expenses screen.
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Screen shot of Allocations screen
Screen shot after Allocations have been added
When expenses are allocated, they show with a colored pie chart
next to each expense.
If you hover over the pie chart, the allocated FOAPs will
show.
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Screen shot of Expenses screen after allocations have been
added
5. Submitting the Request for approval
Once the Request estimates are entered. You have a couple of
options – add
Attachments by clicking on the Attachments drop-down,
Print/Email to view a Report
copy of your Request, Delete Request, or Submit Request.
You must press the Submit Request button in order to put your
Request in the approval
queue for your approver.
Requests only require your assigned approver’s approval. They do
not route to Travel
Services for review and approval.
Screen shot of completed Request
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6. Booking travel reservations
You must have an approved travel Request prior to booking any
reservations for your
trip. Make sure you know your Request ID prior to beginning the
booking process of
your reservation. You can find this ID on your printed report or
beside the Request
Name in your Active Requests.
Screen shot of Request ID
Once you are logged into Concur, the booking tool is down the
left-hand side of the
screen or you can choose the Travel at the top of the
screen.
Screen shot of Trip Search
You will need to choose if the travel is grant or non-grant
funded from the orange drop-
down menu at the top.
Click on the flight, car, hotel, or taxi tabs. You can start
with flight and once you search
and choose your flight, it will ask you if you need a hotel,
car, taxi, etc.
Search and choose your flights, hotel, car, taxi, etc.
On the reservation screen you will enter your Request ID# - in
the example above it
would be 36HN and the FOAP.
Make sure you complete all screens to the end of the reservation
process and actually
book the reservations.
Airline tickets can be paid either by the Travel Card or the YSU
campus ghost card.
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Page 9 of 36 Revised 08/31/2015
Hotels can be paid either by the Travel Card or the traveler’s
personal credit card which
then will be reimbursed.
Enterprise car rentals booked through the booking tool are paid
for on the YSU ghost
card. If the traveler has a YSU TravelCard, reservations can
still be made through the
Enterprise portal.
Once your trip is booked – you will be able to see your
reservations at the bottom of the
booking tool under My Trips. If you click on the trip, it will
take you to the Trip Library
screen to review the details.
Screen shot of My Trips
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7. Completing the Expense Report/Report Header
Remember, within 30 days of your return from travel, you must
complete the Expense
Report if you have reimbursable expenses, TravelCard expenses or
received a cash
advance for this travel. If you use a TravelCard, wait until all
charges related to the trip
appear in Concur. This may take 3 to 5 days after the expense is
placed on the card due
to merchant processing. You will need to apply the TravelCard
charges to the Expense
Report to reconcile back to your budget.
Logon to Concur.
Click on “Requests”. Since the Request is approved, you will see
the word “Expense”
under the Action column on the right.
If the Request does not appear, click on the View drop-down menu
and change option
to “All Requests”.
Click on “Expense”.
You can also open the Request and click on the blue “Create
Expense Report” in the
upper right.
Either method will start the Expense Report and open up the
Report Header screen.
Screen shot of Approved Request to begin an Expense Report
The Expense Report will open on the Report Header screen. The
Report Name and
Business Purpose will carry forward from the Request.
Choose an account from the drop-down list. (You will be able to
charge multiple FOAPs
including the account from the allocations screen – See
below)
The FOP automatically populates with your default FOP. This is
the FOP the entire
Expense Report will be charged to. You can change the FOP by
slowly typing over the
fund, organization, or program code. When the new code appears,
click on it to choose
it.
The Request that the Expense Report is tied to will appear at
the bottom of the screen.
If for some reason there are 2 Requests that need tied to the
Expense Report, click the
Blue “Add” button above the Request block, choose the additional
Request, and click
“Save”.
Click “Next” when all information is correct and you are ready
to proceed.
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If a cash advance is associated with the Request, it will
automatically come into the
Expense Report.
However, if you have a different cash advance associated with a
different Request, the
cash advance screen will appear. If the cash advance in the cash
advance box applies to
this Expense Report also, click the box next to it and click on
the “Assign Cash Advance
to Report”. If it does not, click the blue “Next”.
Screen shot of Expense Report Header
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Page 12 of 36 Revised 08/31/2015
8. Completing the itinerary information
NOTE: IF YOU ARE JUST ENTERING MILEAGE REPORTS OR GOING ON A
ONE-DAY TRIP,
YOU SHOULD CLICK ON THE CANCEL BUTTON AND SKIP THIS STEP.
Screen shot of itinerary screen
Complete the itinerary with your departure/arrival information
to your destination and
“Save”.
Screen shot of departure itinerary
Complete the itinerary with your departure/arrival return from
destination and “Save”.
The departure city should automatically calculate on the
return.
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Page 13 of 36 Revised 08/31/2015
Screen shot of departure/return screen
You can also add in multiple dates and destinations by saving
each time you enter a leg
of the journey.
Screen shot of completed itinerary
When all legs of your journey are entered, click “Next” to go to
the summary of your
itineraries. The itinerary you just completed will be in the
Assigned Itineraries box. Previous Itineraries will be in the
available box.
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Screen shot of Available Itineraries
Click “Next” to go to the Expenses and Adjustments screen.
Screen shot of Fixed Meal per diem rates
All meals for your dates of travel by day will appear. The per
diem rate for these meals
is based on the date of travel and destination. According to YSU
guidelines per diem
reimbursements are allowed at 75% first and last day, 100% any
days in-between. Click
in the “Exclude” box (left-hand side) to turn any days off or
“All” at the top to turn off all
day’s meals. Click on any of the individual boxes for Breakfast,
Lunch, Dinner to turn off
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Page 15 of 36 Revised 08/31/2015
any individual meals that you will not be reimbursed for or that
were included as part of
a conference.
Click “Create Expenses”. This will add the expense – Fixed Meals
to your Expense
Report. You will now be on the Expense Report screen.
Screen shot of Expense Report screen with Fixed Meals (per diem
meals)
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9. Entering a hotel bill
Click on the “Hotel” expense type from the expense menu or click
“New Expense”.
Enter the check-out date as the transaction date.
Enter the vendor and City of Purchase. You can type any vendor
in this field, it does not
have to appear in the drop-down list.
Enter the total amount of the hotel bill – you can deduct any
personal expenses in the
itemization process.
If you have e-receipts activated and the vendor participates the
receipt will come in
itemized.
You can also attach the hotel bill receipt by clicking on the
“Attach Receipt” button at
the bottom of the screen.
Screen shot of hotel expense – front page
10. Itemizing the hotel bill
Click on “Itemize” at the bottom of the screen – the
itemizations (breakdown) must
match the total of the hotel bill.
Enter Check-in Date and Check-out Date. The number of nights
will automatically
calculate.
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Page 17 of 36 Revised 08/31/2015
Enter the room amount, tax amount, and any other daily expense
by clicking on the
drop-down menu, choosing the type, say parking, and entering the
daily amount. Click
“Save Itemizations”.
Screen shot of itemizing hotel bill
If itemization is not complete, it will take you to a New
Itemization screen in order for
the itemizations to equal the total of your bill. See upper
right corner for “Total
Amount” “Itemized” and “Remaining”.
Choose the additional expense type or “Non Reimbursable/Personal
Expense” from the
drop-down menu.
Enter the amount and any necessary comments.
Click “Save”.
Screen shot of additional itemization
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Once the itemization is complete, the hotel expense will move
over to the left-side of
the report and be added to the expenses.
A receipt box will appear under the date of the hotel bill
indicating that you will need to
upload a hotel receipt before submitting the report for
approval.
Any warnings related to the items you have entered will appear
in the middle of the
screen under exceptions.
Screen shot of expense pane after hotel bill is itemized
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11. Registering a car in order to claim personal car mileage
Click on the “personal car mileage” expense.
If this is the first time that you entered personal car mileage
in the system and have not
previously registered a car on your profile, you will receive
the message that you must
register a personal car in your profile. You must do this to
choose the proper rate that
you will be reimbursed.
Click “OK” to close the message.
Screen shot of Profile page
Click “Profile” at the top right and choose “Personal Car”.
Click “New” to add a new car or “Remove” to remove a car.
Under Vehicle ID – enter Personal, Courtesy Car, or State Grant
car.
In the drop-down list under Vehicle Type – choose either:
Courtesy Car (mostly athletics)
reimbursed at $.29 a mile; Personal Car (most everyone else)
reimbursed at $.48 a mile
or State Grants (if traveling on a state grant) reimbursed at
$.45 a mile. You can enter
more than 1 car if for example you travel under regular
University business and state
grant business.
When you enter mileage, all of your registered vehicles will
appear and be available to
designate as the vehicle and type of mileage you are
claiming.
Click “Save”.
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Screen shot of Personal Car Registration
Click on “My Concur” to go back to the main screen.
Click on either Request or Expense at the top of the screen and
then the “Report Name”
to continue working on your report.
12. Entering Personal Car Mileage
In the “New Expense” pane – Click on “Personal Car Mileage”.
This will bring up a
mileage calculator.
If your home address is set-up on your profile, it will
automatically populate point A –
you may need to change to YSU address.
Enter the address of your destination.
Click – “Calculate Route” – if driving there and returning on
the same day – Click –
“Make Round Trip”. If returning on a different day, you will
create a separate entry.
You can click – “Deduct Commute” at bottom of screen if you are
leaving from home
and it is a further distance than YSU.
You can also add multiple destinations by continuing to add
waypoints and clicking on
the “Calculate Route”.
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Page 21 of 36 Revised 08/31/2015
Screen shot of Mileage Calculator
Click “Add Mileage to Expense”. This will take you back to the
Expense screen.
You must enter the Transaction Date.
You can choose a different Vehicle from the drop-down “Vehicle
ID” or use the one
shown. Click “Save”.
YSU limits mileage reimbursement to the cost of a rental car. If
your mileage exceeds
the set rate for 1 day, then you will receive a yellow error
message that you may need to
limit your mileage. Currently you must complete the mileage
limited worksheet on the
Travel Services webpage if you will travel more than 120 miles
in 1 day. If you have
multiple days in your trip, divide the mileage by the number of
days to determine if it
exceeds the 120 mile limit.
Screen shot of personal car mileage added to Expense Report
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Page 22 of 36 Revised 08/31/2015
13. Copying Personal Car Mileage to other days
If you travel to the same destinations several days in a row or
throughout a semester,
you can copy the exact same trip and change the days.
Click the Check box beside the Personal Car Mileage. At the top
of Expenses pane,
choose “Copy”.
This adds the same trip to the Expenses pane with the next day’s
date. If this is correct
you don’t need to change.
If this isn’t correct, click on the Personal Car Mileage
description to open it in the
Expense pane, change the transaction date and click “Save”.
Screen shot of copying personal car mileage expense
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Screen shot of changing date on expense screen
14. Entering other types of expenses
Entering other types of expenses is relatively straight
forward.
Click on the type of expense in the new expense pane.
Enter the information required indicated by the red bar on the
left side of the box.
Click “Save” to add the expense to the report.
If you received a cash advance to pay a conference fee, you must
add the conference
fee expense to the Expense Report and leave the payment type as
“Out of Pocket” in
order to reconcile the cash advance. You must attach a receipt
for the conference fee.
If you are entering Airfare or Enterprise car rentals that are
prepaid by the University,
make sure to change the payment type to YSU prepaid. The system
will include the
expense in the total Requested amount but knows not to reimburse
you for the
expense.
All claimed expenses show up on the left side of the report
under Expenses.
You will also see the Total Amount and the Total Requested (this
excludes any non-
reimbursable personal amounts).
To see the Totals that will be disbursed – click on the Details
drop-down “Totals”. You
will be able to see YSU prepaid amounts, cash advances applied,
YSU Travel Card
expenses, and the amount to be reimbursed.
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Page 24 of 36 Revised 08/31/2015
Screen shot of Report Totals screen
15. Business Meals – Do not use for personal per diem meal
reimbursement
Business Meals can only be claimed for travelers who are meeting
with other
constituents or are part of a group travel. The meal must be in
compliance with YSU
Business Related Expense Guidelines.
Click on the “Business Meals Expense”.
Enter the transaction date.
You must choose BRE Purpose.
Enter the vendor name.
Choose category – breakfast, lunch, or dinner.
Enter city of purchase.
Enter the amount.
At the bottom of the screen, enter the attendees.
If part of a large group of travelers, attach list by going to
the Receipts drop-down, click
on “Attach Receipt Images”, browse and find.
Business meal will be allocated to the same account as the
travel.
http://web.ysu.edu/gen/ysu_generated_bin/documents/basic_module/FINAL_BRE_Guidelines.pdfhttp://web.ysu.edu/gen/ysu_generated_bin/documents/basic_module/FINAL_BRE_Guidelines.pdf
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16. Allocating Expenses to different FOAPs
All expenses will automatically be allocated to the FOAP that is
on the header of your
report. If this is where all of the expenses will be charged,
then you do not need to
allocate your expenses. Split FOAP information should pull in
automatically from your
Request (but always double-check to make sure it is
correct).
Any receipt or group of receipts can be allocated to different
FOAPs by dollar amount or
percentage.
You can click on the “Allocate” button on any expense to go to
the allocation screen.
You can also use the Details drop-down menu and choose
“Allocations” (middle of the
screen).
Screen shot of Allocations menu
The Expense list appears on the left-hand side .
You can choose all or some of the expenses.
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Screen shot of expenses on Allocations screen
Click on the “Allocate Selected Expenses”. This opens up the
allocation screen on the
right.
You can choose “Allocate By” Percentage or Dollar and “Add New
Allocation” in order
to add as many as desired.
When complete, choose “Save”.
Screen shots for Allocations Pane
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Page 27 of 36 Revised 08/31/2015
On the Success menu – click “OK”. You will return to the Expense
screen. Allocations
will show up beside the expense with a blue scarab shell. Hover
over the shell to see
the allocations. The allocated FOAPS will also appear on the YSU
Detail Report.
Screen shot of allocated expenses
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17. Attach Receipts
You can add receipts by clicking on the “Attach Receipts” button
on any individual
expense.
You can also attach receipts by using the drop-down Receipts
menu at the top of the
screen.
You will also be prompted to attach receipts when you click the
Submit Report button.
You can take a picture of receipt with your mobile device and
save to your Availabel
Receipts – must register mobile device on profile.
You can upload a receipt to your computer, browse, and
attach.
You may receive E-Receipts from a vendor – must sign up for
E-Receipt capability.
You can fax receipts to Available Receipts.
Click on “Available Receipts” in the upper right corner to
retrieve any receipts uploaded.
Click on the green arrow by the receipt to attach it to an
expense or at the Report
Header level.
Screen shot of Receipt menu
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Screen shot of Available Receipts
Screen shot of adding receipt to an individual expense
Screen shot of review the Receipt Image
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18. Reducing the amount of the Expense Report
Click on any of the expenses to open up the expense in the
Expense pane. Click on the
“Personal Expense (do not reimburse)”.
To reduce by taking some meals off, click on the meal to open it
up in the Expense pane
then click on “Show fixed allowances for 01/04/2014”. Click on
“Exclude” to exclude
the meals.
To reduce the amount by reducing the hotel bill. Click on the
carrot beside the date of
the hotel bill to open up the itemization list. Click on the
itemized amounts such as
01/02/2014 – hotel tax to open it in the Expense pane.
Click on the “Personal Expense (do not reimburse)”. Click
“Save”. This will remove that
amount from the Total Requested amount.
Itemize other receipts the same way by entering the total amount
of the receipt then
click – itemize. Chose the category of receipt such as parking
enter the amount that will
be reimbursed. For the remaining amount click on
“non/reimbursable personal” to
remove a portion of the receipt from the amount that will be
paid.
Continue to do this until the amount is reduced to the budgeted
approved amount.
Screen shot of Personal Expense checkbox
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19. Print/Email/Save Report
Select the Print/Email button at the top of the report.
Click on “YSU Detailed Report”.
Click on the “Show Itemizations” in the top left-hand
corner.
The report will open up and show a list of all expenses and the
FOAP allocation for each
expense.
You can save to pdf, Email, or Print the report.
Screen shot of Print/Email YSU Detailed Report
Screen shot of – show itemizations
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20. Submitting an Expense Report
Make sure all expenses are correct and receipts are
attached.
You must clear any red warnings that show as red exclamation
marks before you can
submit your report.
Yellow warnings are cautions. The report can be submitted with
yellow warnings.
However, if yellow warnings are something that must be corrected
(such as limited
mileage or attaching receipts) before the report can be
processed, the report will be
returned to the traveler for correction which will delay the
reimbursement.
The warning symbol shows beside the expense report and the
reason is listed under the
exceptions in the middle of the screen.
Correct any red warnings or yellow warnings that require
attention.
Once the report is free from red warnings, click the “Submit
Report” button in the
upper right-hand corner.
Screen shot of Submit Report
21. Recalling an Expense Report
If you realize that you made a mistake after you submit your
report, you can click on
that report to open it back up, click on the “Recall” button in
the top right-hand corner.
You will be able to recall your report until it is submitted for
payment.
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Page 33 of 36 Revised 08/31/2015
22. Adding another Expense Report to a Request
Maybe you forgot to add a receipt or need to reconcile
prepayments on your travel card
and have another report for out-of-pocket expenses after the
travel.
Click on the Request tab. Locate the Request and open it up.
Click on “Create Expense Report”.
Proceed as with any other expense report.
23. Finding old Requests and Expense Reports
All reports can be found by clicking on the Request or Expense
tabs at the top of the
page. Click “View Request” or “View Reports”.
There will be a view drop-down box left-hand side of screen.
Drop this box down.
Choose options of reports to view. You will automatically go to
that view.
You can also search by the drop-down menu underneath the View
drop-down.
Screen shot of manage Requests screen
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24. Administering Travel on behalf of another
Click on the Profile drop-down in the upper right-hand corner of
the screen.
Screen shot of Profile screen
Select a name from the “Adminster for another user…” drop-down
menu
Click the “Apply” button.
The person’s name you are administering travel for will appear
in the upper right-hand
corner of the screen.
Screen shot of home screen when administering for another
user
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Once you are done administering - click on the Administer for
drop-down and choose
“End admin session”.
Screen shot of ending Administering for another
1. Creating a new Travel Request2. Completing the Request
Header3. Completing the Expenses tab4. Allocating the Request to
different FOAPs (if needed)5. Submitting the Request for approval6.
Booking travel reservations7. Completing the Expense Report/Report
Header8. Completing the itinerary information9. Entering a hotel
bill10. Itemizing the hotel bill11. Registering a car in order to
claim personal car mileage12. Entering Personal Car Mileage13.
Copying Personal Car Mileage to other days14. Entering other types
of expenses15. Business Meals – Do not use for personal per diem
meal reimbursement16. Allocating Expenses to different FOAPs17.
Attach Receipts18. Reducing the amount of the Expense Report19.
Print/Email/Save Report20. Submitting an Expense Report21.
Recalling an Expense Report22. Adding another Expense Report to a
Request23. Finding old Requests and Expense Reports24.
Administering Travel on behalf of another