{"id":6793,"date":"2021-06-21T10:37:14","date_gmt":"2021-06-21T14:37:14","guid":{"rendered":"https:\/\/carleton.ca\/facts\/?p=6793"},"modified":"2021-07-14T10:40:44","modified_gmt":"2021-07-14T14:40:44","slug":"sap-concur-tip-1-report-or-request-a-critical-first-step","status":"publish","type":"post","link":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/","title":{"rendered":"SAP Concur Travel and Expense Tip #1: Report or Request?  A critical first step!"},"content":{"rendered":"<p>The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked.<\/p>\n<p>When folks are starting a new report, there has been some confusion around when to choose \u2018Start a Report\u2019 versus \u2018Start a Request\u2019.\u00a0 This is a critical first step, because <strong>if you choose the wrong option your report or request will have to be returned to you and you will have to enter it again<\/strong>.\u00a0 The administrative folks behind the scenes are unable to fix this for you.\u00a0 Nobody wants this, so let\u2019s take a closer look at what you should choose.<\/p>\n<p><strong>A critical first step<\/strong><\/p>\n<p>The most common use of this system is to request reimbursement for expenses (i.e. travel or non-travel) that you have paid out of pocket (i.e. using your own personal money). <strong>If this is what you want to do, ALWAYS \u2026<\/strong><\/p>\n<ul>\n<li>click on the \u2018+ New\u2019 button and <strong>CHOOSE \u2018Start A Report\u2019 <\/strong><\/li>\n<li><strong>Note:<\/strong> Depending on your language preferences you may see \u2018START A CLAIM\u2019<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-6794\" src=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/1.StartARequest.png\" alt=\"\" width=\"296\" height=\"295\" srcset=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/1.StartARequest.png 296w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/1.StartARequest-240x239.png 240w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/1.StartARequest-160x159.png 160w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/1.StartARequest-200x200.png 200w\" sizes=\"(max-width: 296px) 100vw, 296px\" \/><\/p>\n<p>There\u2019s a how-to sheet that will walk you through how to \u2018Start A Report\u2019 on <a href=\"https:\/\/carleton.ca\/facts\/travel\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/carleton.ca\/facts\/travel\/<\/a> called \u2018Submitting an expense report when you do not already have an outstanding cash advance request\u2019.<\/p>\n<p><strong>When would I choose \u2018Start a Request\u2019?<\/strong><\/p>\n<p>Great question!<\/p>\n<ul>\n<li>The most common use of \u2018Start of Request\u2019 is to request reimbursement for pre-paid elements of a trip (e.g. airfare, conference fees).<\/li>\n<li>Less common is requesting to be paid upfront for expenses that you are <strong>expecting to incur<\/strong> (e.g. for travel to an area where credit cards are generally not accepted).<\/li>\n<\/ul>\n<p>There\u2019s a how-to sheet that will walk you through how to \u2018Start a Request\u2019 on <a href=\"https:\/\/carleton.ca\/facts\/travel\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/carleton.ca\/facts\/travel\/<\/a> called \u2018Requesting a Cash Advance Request\u2019.<\/p>\n<p><strong>Questions?<\/strong><\/p>\n<p>Visit <a href=\"https:\/\/carleton.ca\/facts\/travel\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/carleton.ca\/facts\/travel\/<\/a> or contact <a href=\"&#109;&#x61;&#x69;&#108;&#x74;&#x6f;:&#x66;&#x69;n&#97;&#x6e;c&#105;&#x61;l&#46;&#x73;y&#115;&#x74;e&#109;&#x73;&#x40;&#99;&#x61;&#x72;&#108;&#x65;&#x74;o&#x6e;&#x2e;c&#97;\">&#x66;&#x69;&#110;&#97;n&#x63;&#x69;&#x61;&#108;&#46;s&#x79;&#x73;&#x74;&#101;&#109;s&#x40;&#x63;&#x61;&#114;&#108;e&#x74;&#x6f;&#x6e;&#46;ca<\/a>.<\/p>\n<p><strong>RELATED TIPS<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-2-default-index\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tip #2: Default Index<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-3-posting-access-not-required\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tip #3: Posting Access is Not Required<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-travel-and-expense-tip-4-documentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tip #4: Documentation<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked. When folks are starting a new report, there has been some confusion around when to choose \u2018Start a Report\u2019 versus [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step! - Financial Administration Community Training &amp; Solutions<\/title>\n<meta name=\"description\" content=\"The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"lauralandriault\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/\",\"url\":\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/\",\"name\":\"SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step! - Financial Administration Community Training &amp; Solutions\",\"isPartOf\":{\"@id\":\"https:\/\/carleton.ca\/facts\/#website\"},\"datePublished\":\"2021-06-21T14:37:14+00:00\",\"dateModified\":\"2021-07-14T14:40:44+00:00\",\"author\":{\"@id\":\"https:\/\/carleton.ca\/facts\/#\/schema\/person\/67986e0747682af8c3a6d519a0bb7609\"},\"description\":\"The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors\",\"breadcrumb\":{\"@id\":\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/carleton.ca\/facts\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"News\",\"item\":\"https:\/\/carleton.ca\/facts\/category\/news\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step!\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/carleton.ca\/facts\/#website\",\"url\":\"https:\/\/carleton.ca\/facts\/\",\"name\":\"Financial Administration Community Training &amp; Solutions\",\"description\":\"Carleton University\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/carleton.ca\/facts\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/carleton.ca\/facts\/#\/schema\/person\/67986e0747682af8c3a6d519a0bb7609\",\"name\":\"lauralandriault\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/carleton.ca\/facts\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/f824c3e89b9936934c0f93c649b6b06f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/f824c3e89b9936934c0f93c649b6b06f?s=96&d=mm&r=g\",\"caption\":\"lauralandriault\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step! - Financial Administration Community Training &amp; Solutions","description":"The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/","twitter_misc":{"Written by":"lauralandriault","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/","url":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/","name":"SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step! - Financial Administration Community Training &amp; Solutions","isPartOf":{"@id":"https:\/\/carleton.ca\/facts\/#website"},"datePublished":"2021-06-21T14:37:14+00:00","dateModified":"2021-07-14T14:40:44+00:00","author":{"@id":"https:\/\/carleton.ca\/facts\/#\/schema\/person\/67986e0747682af8c3a6d519a0bb7609"},"description":"The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors","breadcrumb":{"@id":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/carleton.ca\/facts\/"},{"@type":"ListItem","position":2,"name":"News","item":"https:\/\/carleton.ca\/facts\/category\/news\/"},{"@type":"ListItem","position":3,"name":"SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step!"}]},{"@type":"WebSite","@id":"https:\/\/carleton.ca\/facts\/#website","url":"https:\/\/carleton.ca\/facts\/","name":"Financial Administration Community Training &amp; Solutions","description":"Carleton University","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/carleton.ca\/facts\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/carleton.ca\/facts\/#\/schema\/person\/67986e0747682af8c3a6d519a0bb7609","name":"lauralandriault","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/carleton.ca\/facts\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/f824c3e89b9936934c0f93c649b6b06f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f824c3e89b9936934c0f93c649b6b06f?s=96&d=mm&r=g","caption":"lauralandriault"}}]}},"acf":{"Post Thumbnail Icon":"","Post Thumbnail":false},"_links":{"self":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/posts\/6793"}],"collection":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/comments?post=6793"}],"version-history":[{"count":3,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/posts\/6793\/revisions"}],"predecessor-version":[{"id":6857,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/posts\/6793\/revisions\/6857"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/media?parent=6793"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/categories?post=6793"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/tags?post=6793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}