Key Reminders When Submitting a CNB Expense Report in Concur



  • Download the Concur App – SAP Concur – taking a picture of your receipt with the App will auto-assign the receipt to the transaction
  • Assigning account numbers to transactions
    • Click on "Expenses
    • Click on an expense 
    • Expense Type - Select appropriate category
  • To Start a New Expense Report:
    • Click on the + sign in the upper right-hand corner of the App
    • Click on "Create" in the top right-hand corner
    •  Rename the report - CNB your first/last name and the Month and Year
      • Ex:  CNB John Doe March 2020
    • Click "Save"
  • Complete prior month's report on the 5th of the following month (takes 2-3 days for the transactions to extract from City National into Concur)
    • Ex: on March 5th, you will pull all of your February transactions
  • You can work on your report throughout the month if you prefer.
    • As you make purchases, you will add the charges to your existing report you previously created
      • Period to Select – Month – Ex: February
      • KNOW YOUR ACCOUNTS – you can view your accounts on my.greenville or in City National /Centersuite (You could print the list of accounts you have in City National and use that as a cheat sheet)
      • Do not submit your report until entire month's transactions are accounted for
      • A requirement for the Expense module of Concur is that your banking information has to be added to submit an expense report whether you get a reimbursement or not
      • For the managers - the Approval process is still the same as a regular expense reimbursement
      • Submit expense reimbursements and CNB expense reports separately, making it easier to keep track of your expenses.
  • Athletics Only - EADA Reporting – Business Purpose Field Box – "GD" "E" "R"


A Missing Receipt Form must be completed for all missing receipts.  The Form is attached.