1. Creating an Expense Report Goods and Services
Concur Travel and Expense Management
Creating an Expense Report
Goods and Services

2. Expense Reports for Goods and Services
Sign into Concur at udel.edu/concur
Select the Expense Tab
Click Create New Report

3. Expense Reports for Goods and Services cont’d…
Select UD – Goods and Services as the Expense Report Type
All fields with a red strip are required to be completed
Business Justification must be completed
Once you have completed these fields, click Next
Your newly created report will open and you will see your Available Expenses listed on the right side of your screen

4. Expense Reports for Goods and Services cont’d…

5. Expense Reports for Goods and Services cont’d…
You may check the boxes to the left of each expense to choose the expenses you want to add to your report
Select the menu on the Move button to move the expenses to the Current Report

7. Expense Reports for Goods and Services cont’d…
Your selected expenses will now appear on your report on the left side of the page

8. Expense Reports for Goods and Services cont’d…
Select each expense to review, edit and complete any required information
All fields with a red strip are required to be completed
Click Save

10. Expense Reports for Goods and Services cont’d…
To allocate your Expense Report, select the expenses that you wish to allocate
Select Allocate

11. Expense Reports for Goods and Services cont’d…
You can allocate your expenses by Percentage or Dollar Amount
You can search for Speedtype by code or text keywords
Concur will begin to remember your “favorites” for future use
Click Submit Report at the top of the page when complete

12. Questions? AskConcur@udel.edu udel.edu/procurement
Procurement Services