How to Create and Submit an Expense Report in SAP Concur (Step by Step, 2026)

SAP Concur is the travel and expense tool used by thousands of companies worldwide. If your employer uses it, you will need to submit an expense report (some companies call it a claim). This guide shows how to do it step by step in the web version, how to attach receipts and how to avoid the mistakes that get reports sent back.

Before you start

• Have your receipts ready (photo or PDF).
• Check your company’s expense policy: limits per expense type, receipt rules and approvers.
• Some field and menu names vary depending on how your company configured Concur.

Step 1: create the report

1. Sign in to SAP Concur.
2. Open the Expense menu.
3. On the Manage Expenses screen, click Create New Report.
4. Fill in the report header: name, date, business purpose and every required field (red asterisk).
5. Click Create Report.

Step 2: add corporate card transactions

1. In the report, click Add Expense.
2. Select the available corporate card transactions that belong to this report.
3. Click Add To Report.
4. Open each transaction, complete missing fields and fix any red alerts (they are mandatory).
5. Click Save.

Step 3: add out-of-pocket expenses

1. Click Add Expense and open the Create New Expense tab.
2. Search for the expense type (taxi, meals, hotel, mileage…) and select it.
3. Complete the required fields, especially Transaction Date, amount and currency.
4. Click Save.

Step 4: attach receipts

1. On each expense, click the receipt icon or Add Receipt.
2. Upload the image or PDF, or pick one you already uploaded from the mobile app.
3. Make sure amount, date and vendor are readable.

Step 5: submit for approval

1. Check that no red alerts remain.
2. Click Submit Report.
3. Accept the user certification if your company uses one.

After submitting, the report timeline shows where it is in the approval flow.

Common mistakes

Problem	Fix
Can’t submit the report	There are unresolved red alerts: empty required fields or missing receipts.
Report sent back	Read the approver’s comment, fix the expense and resubmit.
Hotel bill with several charges	Itemize it: room, meals, parking and so on.
Foreign currency expense	Enter the original currency; Concur converts it according to your company’s setup.
Card transaction missing	Card transactions can take a few days to appear. If they don’t, contact your travel or finance team.

FAQ

Can I recall a submitted report?

In many setups you can recall it while it has not been approved yet. If the option is not available, ask your approver to send it back.

What is SAP Concur?

SAP’s solution for travel, expense and supplier invoice management. Companies integrate it with their ERP to post and reimburse expenses automatically.

Supplier to a company that uses SAP? See our SAP Ariba supplier login guide. New to SAP? Start with what SAP is.