It is highly recommended that unassigned credit card transactions greater than 30 and 60 days report be reviewed monthly. Any greater than 30 days needs to be escalated and assigned to an expense report immediately. We can only dispute credit card transactions with the bank up to 60 days. If older than 60 days the department will be responsible for fraudulent transactions as they can no longer be disputed. The assignment of the transaction to an expense report (does not have to be submitted, just assigned) takes the place of the review and reconcilement of the transactions in the previous process.
System Member Reporting
How to Run Concur Reports 
Recommended Standard Reports
Recommended Custom Reports
Departmental Reporting
How to Run Concur Reports
Recommended Standard Reports
Recommended Custom Reports
Excel Reports
Concur Report Run Will Not Open in Excel
Information in the document link below will provide instructions on adjusting some internet settings to allow pop-ups from the site or “allow automatic prompting for file downloads.” If you are not able to run to Excel please try the settings in the document.
Using Excel with Analysis and Concur Intelligence
Scheduling
Clean Up for Transition to Travel Requests
Authorization Request Pending Approval Report
This report is intended to help departments identify Authorization Requests that have not been submitted or approved. All Authorization Requests must be submitted and then approved prior to 5pm on January 17, 2004.
Travel Open Commitment Report
This report is intended to be used to help clean up old travel related encumbrances, particularly Authorization Requests in Concur that were not attached to the expense report when submitted. These need to be cleaned up by the end of January then monitored monthly to be sure they are attached to the expense report or closed after the trip end date. They must be attached or closed by August 2014.