---
availability: INSTALLABLE
description: A plugin that allows a user to easily see a summary of their expense
reports.
installation_asset_uuid: 787b1c7e-2806-4619-ad36-5365d5e263b9
name: Look Up Expense Reports
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43+AM%22%2C%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Show+me+my+expense+reports%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Running+Creator+Studio+plugin+to+retrieve+Expense+Reports+from+Concur%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22richText%22%3A%22You+have+two+expense+reports%3A%22%7D%2C%7B%22richText%22%3A%22%3Cp%3E%3Cstrong%3EMoveworks+UK+Trip%3C%2Fstrong%3E%3Cbr%3ESubmitted+%26amp%3B+Pending+Approval%3Cbr%3E%3Cstrong%3ETotal+Claimed+Amount%3A%3C%2Fstrong%3E+%2460.00%3Cbr%3EStatus%3A+%3Cem%3ECurrently+not+paid%3C%2Fem%3E%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22View+in+SAP+Concur%22%2C%22connectorName%22%3A%22sap-concur%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cb%3EInternet+Reimbursement%3C%2Fb%3E%3Cbr%3ENot+submitted%3Cbr%3E%3Cb%3ETotal+Claimed+Amount%3A%3C%2Fb%3E+%2425.00%3Cbr%3EStatus%3A+%3Ci%3ENot+paid%3C%2Fi%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22View+in+SAP+Concur%22%2C%22connectorName%22%3A%22sap-concur%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EIf+you+want+to+see+the+details+of+a+specific+report+or+need+help+with+a+particular+expense%2C+just+let+me+know+which+report+you%27d+like+to+review%21%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EMoveworks+UK+Trip%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Ch3%3E%3Cstrong%3EMoveworks+UK+Trip+Expense+Report+Details%3C%2Fstrong%3E%3C%2Fh3%3E%3Cp%3EHere+are+the+full+details+for+your+selected+UK+trip+expense+report%3A%3Cbr%3E%3Cbr%3E%3Cstrong%3EExpense+Entries%3C%2Fstrong%3E%3Cbr%3E%3Cbr%3E1.+%3Cstrong%3ELodging+-+Track+Hotel+Spending%3C%2Fstrong%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3EExpense+Type%3A%3C%2Fstrong%3E+Hotel%3Cbr%3E%3Cstrong%3EDescription%3A%3C%2Fstrong%3E+Lodging+-+Track+Hotel+Spending%3Cbr%3E%3Cstrong%3ETransaction+Amount%3A%3C%2Fstrong%3E+200.00+INR%3Cbr%3E%3Cstrong%3EApproved+Amount%3A%3C%2Fstrong%3E+400.00+INR%3Cbr%3E%3Cstrong%3EExchange+Rate%3A%3C%2Fstrong%3E+2.0%3Cbr%3E%3Cstrong%3EPayment+Type%3A%3C%2Fstrong%3E+Out-of-Pocket%3Cbr%3E%3Cstrong%3ESpend+Category%3A%3C%2Fstrong%3E+Lodging%3Cbr%3E%3Cstrong%3ETransaction+Date%3A%3C%2Fstrong%3E+2024-12-15%3Cbr%3E%3Cstrong%3EReceipt+Received%3A%3C%2Fstrong%3E+No%3Cbr%3E%3Cbr%3E2.+%3Cstrong%3EBreakfast%3C%2Fstrong%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3EExpense+Type%3A%3C%2Fstrong%3E+Breakfast%3Cbr%3E%3Cstrong%3EDescription%3A%3C%2Fstrong%3E+breakfast+at+cafe%3Cbr%3E%3Cstrong%3ETransaction+Amount%3A%3C%2Fstrong%3E+20.00+USD%3Cbr%3E%3Cstrong%3EApproved+Amount%3A%3C%2Fstrong%3E+20.00+USD%3Cbr%3E%3Cstrong%3EExchange+Rate%3A%3C%2Fstrong%3E+1.0%3Cbr%3E%3Cstrong%3EPayment+Type%3A%3C%2Fstrong%3E+Out-of-Pocket%3Cbr%3E%3Cstrong%3ESpend+Category%3A%3C%2Fstrong%3E+Meal%3Cbr%3E%3Cstrong%3ETransaction+Date%3A%3C%2Fstrong%3E+2024-12-15%3Cbr%3E%3Cstrong%3EReceipt+Received%3A%3C%2Fstrong%3E+No%3C%2Fp%3E%22%7D%5D%7D%5D%7D
redirects:
- concur-expense-report-lookup
solution_tags:
- Approvals
- Finance - Other
systems:
- sap-concur
---
# Introduction
SAP Concur is a widely used platform for managing travel and expense reports in many organizations. While navigating through the Concur platform to access expense reports can be time-consuming, integrating it with your bot streamlines the process, allowing you to access your expense reports conveniently through simple conversational queries.
In this guide, we'll walk you through the process of integrating **Look up Expense Reports** functionality into your bot using Agent Studio.
Let's get started!
# Prerequisites
- Access to Agent Studio
# What are we building?
## Agent Design
This [purple chat](https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43+AM%22%2C%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Show+me+my+expense+reports%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Running+Creator+Studio+plugin+to+retrieve+Expense+Reports+from+Concur%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22richText%22%3A%22You+have+two+expense+reports%3A%22%7D%2C%7B%22richText%22%3A%22%3Cp%3E%3Cstrong%3EMoveworks+UK+Trip%3C%2Fstrong%3E%3Cbr%3ESubmitted+%26amp%3B+Pending+Approval%3Cbr%3E%3Cstrong%3ETotal+Claimed+Amount%3A%3C%2Fstrong%3E+%2460.00%3Cbr%3EStatus%3A+%3Cem%3ECurrently+not+paid%3C%2Fem%3E%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22View+in+SAP+Concur%22%2C%22connectorName%22%3A%22sap-concur%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cb%3EInternet+Reimbursement%3C%2Fb%3E%3Cbr%3ENot+submitted%3Cbr%3E%3Cb%3ETotal+Claimed+Amount%3A%3C%2Fb%3E+%2425.00%3Cbr%3EStatus%3A+%3Ci%3ENot+paid%3C%2Fi%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22View+in+SAP+Concur%22%2C%22connectorName%22%3A%22sap-concur%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EIf+you+want+to+see+the+details+of+a+specific+report+or+need+help+with+a+particular+expense%2C+just+let+me+know+which+report+you%27d+like+to+review%21%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EMoveworks+UK+Trip%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Ch3%3E%3Cstrong%3EMoveworks+UK+Trip+Expense+Report+Details%3C%2Fstrong%3E%3C%2Fh3%3E%3Cp%3EHere+are+the+full+details+for+your+selected+UK+trip+expense+report%3A%3Cbr%3E%3Cbr%3E%3Cstrong%3EExpense+Entries%3C%2Fstrong%3E%3Cbr%3E%3Cbr%3E1.+%3Cstrong%3ELodging+-+Track+Hotel+Spending%3C%2Fstrong%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3EExpense+Type%3A%3C%2Fstrong%3E+Hotel%3Cbr%3E%3Cstrong%3EDescription%3A%3C%2Fstrong%3E+Lodging+-+Track+Hotel+Spending%3Cbr%3E%3Cstrong%3ETransaction+Amount%3A%3C%2Fstrong%3E+200.00+INR%3Cbr%3E%3Cstrong%3EApproved+Amount%3A%3C%2Fstrong%3E+400.00+INR%3Cbr%3E%3Cstrong%3EExchange+Rate%3A%3C%2Fstrong%3E+2.0%3Cbr%3E%3Cstrong%3EPayment+Type%3A%3C%2Fstrong%3E+Out-of-Pocket%3Cbr%3E%3Cstrong%3ESpend+Category%3A%3C%2Fstrong%3E+Lodging%3Cbr%3E%3Cstrong%3ETransaction+Date%3A%3C%2Fstrong%3E+2024-12-15%3Cbr%3E%3Cstrong%3EReceipt+Received%3A%3C%2Fstrong%3E+No%3Cbr%3E%3Cbr%3E2.+%3Cstrong%3EBreakfast%3C%2Fstrong%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3EExpense+Type%3A%3C%2Fstrong%3E+Breakfast%3Cbr%3E%3Cstrong%3EDescription%3A%3C%2Fstrong%3E+breakfast+at+cafe%3Cbr%3E%3Cstrong%3ETransaction+Amount%3A%3C%2Fstrong%3E+20.00+USD%3Cbr%3E%3Cstrong%3EApproved+Amount%3A%3C%2Fstrong%3E+20.00+USD%3Cbr%3E%3Cstrong%3EExchange+Rate%3A%3C%2Fstrong%3E+1.0%3Cbr%3E%3Cstrong%3EPayment+Type%3A%3C%2Fstrong%3E+Out-of-Pocket%3Cbr%3E%3Cstrong%3ESpend+Category%3A%3C%2Fstrong%3E+Meal%3Cbr%3E%3Cstrong%3ETransaction+Date%3A%3C%2Fstrong%3E+2024-12-15%3Cbr%3E%3Cstrong%3EReceipt+Received%3A%3C%2Fstrong%3E+No%3C%2Fp%3E%22%7D%5D%7D%5D%7D) shows the experience we are going to build.
# Installation Steps
We recommend creating the connector for SAP Concur first, prior to installing this plugin. Please follow the [SAP Concur connector](https://developer.moveworks.com/creator-studio/resources/connector?id=sap-concur) guide to create the connector. After you have configured the connector, please refer to our [plugin installation documentation](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for more information on how to install a plugin.
# Appendix
To efficiently build the use case, we utilize two APIs.
### API #1: Expense Report Lookups
The [Expense v3 API](https://developer.concur.com/api-reference/expense/expense-report/v3.reports.html) API allows you to retrieve expense reports owned by the user.
```bash
curl --location 'https://your.domain.com/api/v3.0/expense/reports?user={{user_email_address}}&limit=100&modifiedDateAfter=<DEFAULT_LAST_MODIFIED_SINCE_ISO_DATE>' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{generated_bearer_token}}'
```
**Parameters**
- **limit** - The maximum number of reports returned in a single call (default **100**).
- **modifiedDateAfter** - An ISO 8601 timestamp—only reports modified after this date/time (e.g. the last **90** days) will be returned, ensuring you fetch just recent changes.
### API #2: Retrieve All Expense Entries
The [Retrieve All Expense Entries API](https://developer.concur.com/api-reference/expense/expense-report/expense-entry.html) enables you to retrieve available expenses for a specific expense report.
```bash
curl --location 'https://your.domain.com/api/v3.0/expense/entries?user={{user_email_address}}&report_id=<report_id>' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{generated_bearer_token}}'
```
**Parameters**
- **report_id** - The unique identifier of a specific report.