Concur Request, Travel & Expense

Hello! Welcome to the online resource page for the new Concur Request, Travel, & Expense modules.

Below is a list of links and training videos referenced in our training sessions.

Basics

• Login to Concur
• Concur Training Site – Training Videos from Concur, QuickStart Guides, instructions on setting up and using Concur mobile. You must be logged in to Concur to view this page.
• New Terminology and Acronyms
• Guide on updating Profile Settings – A setup guide for important profile settings that should be updated before using any of the Concur modules.
• Activate E-Receipts – Concur has partnered with some vendors to provide e-receipts that automatically sending travel receipts to your expense report.
• Icons – A list of icons seen in the Concur modules and what they represent. Most icons have descriptions when a mouse pointer is hovered over the icon.

Roles within Concur

• Concur Approver Role – For the approver: Approve Requests and Expense Reports submitted by employees they manage and/or on a fund they manage.
• How to Set up a Travel Assistant – Give another employee access to your profile to book travel on your behalf.
• How to Log in as a Travel Assistant or a Delegate – Log into another employee’s profile to book travel on their behalf.
• How to set up a delegate for Request & Expense Reports - Give another employee access to your profile to build Requests and Expense reports on your behalf.
• Concur  Approver Delegate Previewer Role – As the approver, give another employee access to your profile preview Requests and Expense reports submitted for approval.

Mobile Apps

• Getting started with the Concur App – A setup guide for Android & Iphone operating systems.
• Getting Started with TripIt Pro - a short video on how to link your free TripIt Pro App to Concur

Webform

Cash Advance Setup in Concur Request