Concur Instructions (For Midtown Card Users)

**Please read through the instructions below. The first section is for how to managing your receipts for purchases and the second section is for how to submit expense reports at month end. Expense reports should be submitted no later than the 5th of each month (i.e. February 5th for all January expenses). Please contact Wes Butler at wbutler@midtowncolumbia.com if you have any issues.**

A. Uploading Receipts

Please watch the video below for how to quickly upload a purchase receipt using the Concur app.

If you made a purchase online and received an email receipt, you can upload the receipt on concursolutions.com. To upload the receipt, login on the Concur website and select 'Upload Receipts'. Select 'Upload' on the right of the screen, then 'Browse' in the pop up window and select the receipt. Finally, click 'Upload' in the pop up window. 

B. Submitting a Monthly Expense Report for Approval

·      Login to Concur at concursolutions.com.

·      Go to ‘Available Expenses’ if you have not started a report for the month (see below).

·      Select all of the expenses you would like to add to the monthly report by selecting the check box next to the expense.

·      Then, select the ‘Move’ dropdown tab. Select ‘To a New Report’ if you have not started a report for the month. If you have already started a monthly report, select the report you would like to add the expenses to (see below).

·      You will then be redirected to the actual expense report. Here you will fill in all information and attach the receipts that have been uploaded over the course of the month. 

·      Select a specific purchase on the far left.

·      Select the budget account under ‘Expense Type’. Select the church the expense was for under ‘Location’. Put any description as to what was purchased under 'Comment'.

·      Select ‘Available Receipts’ at the top right. This will have the stored receipts you have submitted already via the Concur app or website. You can also select ‘Attach Receipt’ at the bottom right if you have not uploaded a copy of the receipt yet.

·      Once you have filled out all of the information and attached a receipt, click ‘Save’.

·      Complete this for all of the listed expenses.

·      Once you are finished with this step, you can select ‘Submit Report’. A new window will pop up. Select ‘Submit Report’ again. (Note: Only submit the report once at the end of each month. You can create a report each month and work on it throughout the month. Concur will save it to be submitted at the end of the month.)