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Click the Add Expense button.
Select the New Expense tab.
Select the appropriate Expense Type for the expense. Some of the commonly used expense types are Non-Computer Equipment <$20,000 (for small lab equipment) or Membership Fee (for PEng license fees).
Enter the Invoice/Receipt Date according to the date on the receipt.
Enter the name of the vendor in Enter Vendor Name according to the name on the receipt.
Enter the City of Purchase. If the purchase was made online, enter
Waterloo.In the Amount field, enter the total amount paid, including all taxes.
In the Currency field, select the currency in which the purchase was made. If it is a foreign currency, further fields will open to enter the appropriate conversion rate to Canadian dollars.
Concur will automatically provide a foreign currency exchange rate based on the date of the transaction. If you wish to use the exchange rate used by the credit card company, enter in the CAD amount in the Amount in CAD field. You will be required to submit a copy of the transaction record from the credit card company.
On the right side, in the Receipt section, click the Add Receipt button.
Click the Upload New Receipt button.
Select the file (PDF/JPG/PNG) for the receipt.
Repeat the upload receipt steps for the credit card transaction record, for foreign currency transactions.
If the expense needs to be split between different accounting codes, click the Allocate button and enter in the allocations.
Click the Save Expense button.
When ready to submit for processing, click the Submit Report button.