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!
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)!