Creating an expense report in Concur Travel & Expense

This is the process to start an expense report in Concur Travel & Expense.

	This would be done by secretaries for GFTs only, right? How about the process for submitting resident travel (How to process Resident Travel Applications), is it the same?

Physician gives to secretary the original receipts from attending meeting/conference/course (within Travel - UofM guidelines) for reimbursement of expenses.
Secretary scans receipts to upload into Concur when creating an expense report.
Creates an expense report in Concur Travel & Expense and attach pertinent receipts in PDF file.
Checks the Concur approval flow and update approvers’ name, as required.
When report is ready to review click the “notify employee” so physician is notified that report is ready to review and submit to approvers.
Print a detailed summary report in Concur with receipts and give a copy to PSM (For file) and keep a scanned copy in hard drive (X) for secretary’s file.

	If this info is in Concur, what is the purpose of us keeping an additional copy?

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