Embedded Files
Travel and Expense Reimbursement System Training
"How-To Guides"
How to log in to Concur: Click here!
How to create your Profile in Concur (PDF): Click here!
How to assign Delegates in Concur (PDF): Click here!
How to add your car and mileage rate(s) in Concur (PDF): Click here!
How to create a Travel Request in Concur (PDF): Click here!
How to create a "zero dollar" Travel Request in Concur (PDF): Click here!
How to add Program and Project Codes to a Travel Request (PDF): Click here!
How to create your Expense Report (PDF): Click here!
How to attach a Travel Request to your Expense Report (PDF): Click here!
How to add a Travel Itinerary to an Expense Report in progress (PDF): Click here!
The Missing Receipt link (PDF): Click here!
How to import TCard Expenses into an Expense Report (PDF): Click here!
How to allocate expenses in Concur - Single Expense (PDF): Click here!
How to allocate expenses in Concur - Multiple Expenses (PDF): Click here!
How to Create an Expense Report for a Non-Travel Expense Reimbursement (PDF): Click here!
More "How-Tos"
1. How to request a Concur Profile to be set up for you
2. How to log into Concur and create your Profile
PDF: Click here!
Or video: Click here!
How to log into Concur: Click here!
How to add your Personal Car to your Profile (Not applicable to students)
PDF: Click here!
Or video: Click here!
3. How to create a Travel Request
PDF: Click here!
Or video: Click here!
How to add Program and Project Codes to a Travel Request PDF: Click here!
Travel Request Approval Workflow Video: Click here!
4. How to create your Expense Report
Creating an Expense Report - Step 1, Completing Report Header and Itinerary
Creating an Expense Report - Step 2A, Overview of Expense Types
Creating an Expense Report - Step 2B, Adding TCard Expenses
Creating an Expense Report - Step 2C, Adding Out of Pocket Expenses
Creating an Expense Report - Step 2D, Adding Mileage
Creating an Expense Report - Step 2E, Adding Lodging Expenses
Creating an Expense Report - Step 2F, Adding Lodging Expenses with Different Rates
Expense Report "How-To Guides" (PDFs)
How to create your Expense Report PDF: Click here!
How to add a Travel Itinerary to an Expense Report in progress PDF: Click here!
The Missing Receipt link PDF: Click here!
How to Import TCard Expenses into an Expense Report PDF: Click here!
Remember to wait 5-7 days for TCard Transactions to be received in your Expense Report: Click here!
How to allocate expenses in Concur - Single Expense PDF: Click here!
How to allocate expenses in Concur - Multiple Expenses PDF: Click here!
How to Create an Expense Report for a Non-Travel Expense Reimbursement PDF: Click here!
THE CONCUR TRAINING PAGE: To learn EVEN MORE, log into Concur (action #1, above) and view the many brief training videos on the Training Page. To learn how to find the Training Page, Click here!
Additional video demonstrations showing how to do the most essential actions in the Concur system:
Additional video demonstrations showing how to do the most essential actions in the Concur system:
These video demonstrations work best with a strong Internet connection. Performance may vary depending on Internet connection, browser (Google Chrome, Microsoft Explorer, Mozilla Firefox) and individual computer and browser settings.
Faculty and Staff:
What you need to know:
Updating Your Expense Profile (Includes adding a Delegate who can create expense reports for you)
Updating Your Travel Profile (Includes adding a Travel Arranger who can book travel for you)
What you may want to know:
Creating a Request (formerly known as a Travel Authorization)
Booking Travel:
Creating a New Expense Report (formerly known as a Travel Expense Voucher)
Acting as a Delegate (if you will serve in that role)
Access Full Library of Training Demonstrations
Approver:
What you need to know:
Updating Your Expense Profile (Includes adding a Delegate who can create expense reports for you)
Updating Your Travel Profile (Includes adding a Travel Arranger who can book travel for you)
Reviewing and Approving a Request
Reviewing and Approving an Expense Report (Formally known as a Travel Expense Voucher)
What you may want to know:
Access Full Library of Training Demonstrations
Arranger:
What you need to know:
Updating Your Expense Profile (Includes adding a Delegate who can create expense reports for you)
Updating Your Travel Profile (Includes adding a Travel Arranger who can book travel for you)
Working with Request (Formerly known as a Travel Authorization)
Booking Travel:
What you may want to know:
Access Full Library of Training Demonstrations
To register for a live webinar (click here)!
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