{"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":"
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
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 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 A critical first step<\/strong><\/p>\n 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). If this is what you want to do, ALWAYS \u2026<\/strong><\/p>\n There\u2019s a how-to sheet that will walk you through how to \u2018Start A Report\u2019 on 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 When would I choose \u2018Start a Request\u2019?<\/strong><\/p>\n Great question!<\/p>\n There\u2019s a how-to sheet that will walk you through how to \u2018Start a Request\u2019 on https:\/\/carleton.ca\/facts\/travel\/<\/a> called \u2018Requesting a Cash Advance Request\u2019.<\/p>\n Questions?<\/strong><\/p>\n Visit https:\/\/carleton.ca\/facts\/travel\/<\/a> or contact financial.systems@carleton.ca<\/a>.<\/p>\n RELATED TIPS<\/strong><\/p>\n 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 […]<\/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":"\n\n
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