Entering Concur Reports for D2 $$

Created by Caryn Axelrad, Finance Manager

June 1, 2026

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Contents

• The Big Picture
• Entering a report (reimbursement request)
• Notes – Concur
• Notes – Incentive Tracker

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Big Picture

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• Incentives are earned and tracked in the Incentive Tracker
• Incentives earned can be used to reimburse money spent for club expenses

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• Enter a Concur report to be reimbursed for allowable club expenses

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• You can be reimbursed up to the amount that you have earned and not already claimed
• Follow the instructions here carefully

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Entering a report (request reimbursement)�

1. Login to Concur –  https://www.concursolutions.com/nui/signin
2. Click on Start a Report Icon
1. Report Name: D2 Incentive + [Club Name]
1. Report Date: use the default date
2. Comments: list the club name and the purpose of the purchase—E.G., zoom account, microphone, rent, etc.
3. Then click Create Report on bottom right
4. At the next screen click Add Expense, then
1. Manually add expense

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Report Name, Date, Comment

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Next Screen

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Expense page of report

1. Choose Expense Type: Incentives (7082)
2. Transaction Date: Date on the receipt
3. Business Purpose: Rent, Zoom, Badges, etc.
4. Vendor Name: Name on the receipt (e.g., Meetup.com, Zoom, etc.)
5. City of Purchase: Leave blank
6. Payment Type: Cash/Out of Pocket
7. Amount: D2 $ that you’re getting reimbursed (limited to what earned & remaining)
8. Reporting Code:  Choose one of the Club Growth codes: (58X) Club Growth -
9. Event Period: N/A
10. District: use default (002) District 02
11. Subsidiary: District
12. Comment: leave blank unless you have extra explanatory notes
13. ​

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Expense page of report

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Add the receipt & finalize

1. Add the receipt
1. On the right side of the page, add the receipt
2. You can drag or upload the image
2. Be sure the receipt is legible
• If the receipt is busy, circle the total and other important information before adding it to Concur
3. Click Save Expense
4. Click Submit Report

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Notes – Concur

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• You will need a Concur account
• Contact DD Anu Jokinen to request one
• Concur requires an authenticator to log in; download MS or Google authenticator to your phone
• The approval and reimbursement process can take several weeks – please be patient
• Incentive General Information
• D2tm.org > Resources > Incentives

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Notes – Incentive Tracker

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• You can see your remaining balance in the Incentive Tracker
• This is what you’ve earned minus what you’ve already requested and had approved
• It may take a couple of days for approved requested reimbursements to show up – be careful
• The following slides show how to find your balance

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Login

Password is “club” immediately followed by club’s number

Leading zeros must be added to equal 8 digits

Click login – NOT admin login

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See Your Balance

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Look for Details

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See Details

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