NextGen UI for Concur Expense Professional Edition End User Help
NextGen UI for Concur Expense Professional Edition End User Help
Content
Using Online Help
Legal Notice
Resources for NextGen UI Users - Professional Edition
Expense User
Expenses and Reports - Overview
Expenses
Expenses and Reports - Overview
View/Open an Expense
Sort the Expense List
Add an Expense
Add an Expense - General
Add an Expense - Item in the Available Expenses Library
Add an Expense - Nightly Lodging
Add an Expense - Car Mileage
Add an Expense - Different Currency
Work With Available Expenses
Available Expenses - Overview
Add an Expense - Item in the Available Expenses Library
Combine and Separate Transactions
View Credit Card Data
Delete/Remove an Item From Your Available Expenses Library
Work With Attendees
Attendees – Overview
Search for an Attendee
Search for Existing Attendees
Create New Attendees
Add an Attendee to an Expense
Add Expense and Attendees From a Calendar Invite
Change Counts and Amounts
Account for No Show Attendees
Edit or View Attendee Details
Remove an Attendee From an Expense
Understanding How Expense Distributes and Redistributes Amounts
Use Attendee Groups
Use the Personal Attendee Import
Allocate an Expense
Itemize an Expense
Edit an Expense
Copy an Expense
Move an Expense
Delete/Remove an Expense From a Report
View an Alert (Exception)
Reports
Expenses and Reports - Overview
Create a New Expense Report
Copy an Expense Report
View/Edit Report Details
View/Edit the Report Header
View the Report Totals
View/Edit the Report Timeline (Approval Flow)
View the Audit Trail
View the Allocation Summary
View the Report Payments
View an Alert (Exception)
Delete an Expense Report
Print an Expense Report
Submit an Expense Report
Recall an Expense Report
Reopen an Expense Report
Resubmit a Returned Expense Report
Work With Cash Advances
Apply a Cash Advance to an Expense Report
Return the Remainder of a Cash Advance
Receipt Images
Receipt Images - Overview
Available Receipts
Available Receipts - Overview
Manage Images in Your Available Receipts Library
Attach an Available Receipts Library Image to an Expense
Upload a Receipt Image to an Expense or Expense Report
Fax Receipt Images for an Expense Report
View Attached Receipt Images
Delegates and Receipt Images
Delete/Remove Faxed or Attached Receipt Images
Missing Receipt Declarations
E-Receipts
Troubleshooting
Troubleshooting Uploaded Images
Troubleshooting Faxes
Work With Cash Advance
Cash Advance - Overview
View Cash Advance Information
Request a Cash Advance
View and Add Attachments to the Cash Advance
Account for a Cash Advance
Return the Remainder of a Cash Advance
Recall a Cash Advance
Travel Allowance Service - Overview
Travel Allowance Service - Overview
Travel Allowance Service - Getting Started
Use the Travel Allowance Service Wizard
Create Fixed Allowances
Edit Fixed Allowances
Itineraries - General Information
Create an Itinerary
Edit an Itinerary
Travel Allowances - Overview
Travel Allowances - Overview
Travel Allowances - Getting Started
Use the Travel Allowance Wizard
Create Fixed Allowances
Edit Fixed Allowances
Create Reimbursable Allowances
Edit Reimbursable Allowances
Reimbursable Calculations
Itineraries - General Information
Access Available Itineraries Page
Create an Itinerary
Create Single-Day Itineraries
Create a Standard Itinerary
Assign Existing Itinerary to Report
Remove Itinerary Assignment From Report
Import Itinerary Information
Delete an Itinerary
Edit an Itinerary
Travel Itinerary Items
Arrival Rate Locations
Expense Delegate
Delegates - Overview
Work as a Delegate
Delegates and Receipt Images
Change Profile Settings
Expense Approver
Expense Report Approval - Overview
Review Expense Report Details
Adjust and Approve Expense Report
Approve Expense Report
Return Expenses or Entire Expense Report
Attach Additional Documentation
Email Approvals
Cash Advance Approval - Overview
Cash Advance Approver Actions
Expense Processor
Processor - Overview
Processor View
Access the Process Reports Page
Manage Columns on the Process Reports Page
Set the Process Reports Page as the Home Page
Manage the Expense Report View
Manage the Process Reports Page Preferences
Search
Search for Expense Reports
Search Queries
Export Query Results
Process Receipts
Process Receipts Overview
Receipts Received
Attach Receipts & View
View and Upload Receipts
View and Manipulate a Receipt Image
Set the Receipt Status of Expense Entries
Send the Receipt Image From the Chrome Browser via Plugin
View Report Information
View Itemizations
View Audit Trail
View Report Details
View Report Totals
View Expense Report
Viewing Personal and Company Car Information
Print Report
Modify Report Information
Modify Expense Types
Modify the Report
Modify Report Allocations
Clear Exceptions
Delete a Report
Modify Report Workflow
Set the Review Status of Expense Entries
Approve or Reject
Approve Reports
Send One or More Expenses Back to the Submitter
Partially Approve Expense Entries
Reject Expense Entries
Email Report With Comments
Manually Pay a Report
Send a Report Back to a Submitter
Recall an Approved Report
Send a Report to Another Approver
Review in Progress - Overview
Mark a Report
View the Comment
Unmark a Report
Recall a Review in Progress Report
Profile
Change Your Password
Other Preferences
Connected Apps
Expense Settings
Feature Access and Permissions
Profile and Preferences - Overview
Bank Information
Company Car Registration
Personal Car Registration
Enable E-Receipts
Expense Approvers
Expense Preferences
Register a Credit Card
Expense Delegates
Access Expense Delegate
Add Expense Delegate
Edit Expense Delegates
Delete Expense Delegate
Delete Expense Delegate Assignment
Delegate Preview for the Approver
Favorite Attendees
Favorite Attendees - Overview
Add a Favorite Attendee
Add a Favorite Attendee Using Search
Delete a Favorite Attendee
Edit or View Favorite Attendee Information
Invoice Settings
Feature Access and Permissions
Profile and Preferences - Overview
Invoice Approvers
Invoice Preferences
Invoice Delegates
Request Settings
Feature Access and Permissions
Request Approvers
Request Information
Request Preferences
Request Delegates
Access Request Delegates
Add Request Delegates
Delete a Request Delegate
Edit a Request Delegate
Delegate Preview for the Approver
Travel Settings
Feature Access and Permissions
Profile - Overview
Assign an Assistant or Arranger
Manage Your Credit Card Information
Enable E-Receipts
Change Your Personal Preferences
Change Your Travel Preferences (Air, Hotel, Car Rental, Rail Preferences)
Change Your Regional Preferences
Choose Your Approval Emails
Personal Information
Temporarily Reassign Your Travel Approvals
Optional Concur Services
Budget
Budget Terminology
Viewing Budget Overview
Viewing Budget Details
Invoice Tab (Invoice)
Purchase Request Tab (Invoice)
Expense Tab (Expense)
Credit Card Tab (Expense)
Request Tab (Request)
Budget Adjustments Tab
Viewing Budget from the Approvals Page