Submitting Expense Reports for Executives

The Office Admin will be Responsible for preparing and approving expense reports for Kevin Carpenter and/or other executives each month.  

1. Accounting will send an email informing the monthly credit card statement period has closed and is now available on Concur.

2. Login to Sign in to Concur | Concur Solutions

3. Click the Profile option

4. Select Act as: “A Delegate for Another User.”  

5. Select the person would like to act as (ie, Kevin or Charlie)

6. Click Switch.

7. Click Start a Report.

8. Enter the Report Name. The Report Name will be indicated in the notification from Accounting. Example: August 2021.

9. Enter the Report Date. The Report Date will be indicated in the notification from Accounting. Example: 08/31/2021.

10. Click Create Report.

11. Click Add Expenses.

12. Select the check-box next to the expenses to be included on the report.

13. Click Add to Report

14. Address the alerts for each notification.

• Enter business purpose as “KC Fuel” for gas or “KC” for all other expenses.
• Upload or drag and drop a receipt if the executive has provided one.
• If no receipt has been provided, attach a “No Receipt on File” document to the expense charge.

15. Click the Save button after completing each expense line item.

16. Before submitting the report, double check the reports total $ amount matches the total $ amount in Accounting’s email. 

23. Click the Submit Report button to complete the expense report.