Attach conference agendas to Concur reports with new expense type

A new expense type in Concur allows you to attach your conference or meeting agendas to your expense report, making it clearer where to attach your agenda and helping you comply with travel policy more easily.

How it Works

When you select Conference or Meeting/Interview in the Report/Business Purpose of Expense field on your report, you must provide a full agenda that shows where meals were provided for that event, using the new expense type. If you forget, you will be prompted in the report alerts. The alert will remain there, regardless of whether you have added your agenda using the instructions below.

Once you’ve completed the Report Header for your expense report, follow these steps on the expenses screen:

1. Select Add Expense.
2. Select the New Expense tab.
3. Search for Agenda/Itinerary in the expense types.
4. Drag and drop your agenda file into the Receipt area or select Add Receipt to search for your file on your computer.
5. Enter the date of the event in the Date field.
6. Save the expense to attach it to your report.

Make sure your travel allowances (meals) match up with the meals provided on the agenda you’re using. If a meal was provided, check the box in the appropriate column in Travel Allowances.

If you have questions or need Concur support, please contact the Cornell Concur Support Team.