Concur Training (PowerPoint)

Travel Rules & Forms Training (PowerPoint)

FAQs for Concur Users

Getting Started in Concur

• Steps for New Users
• How to Set E-mail Notifications
• How to Select Delegates to Prepare your Documents
• SAP Concur Mobile App - Receipts
• SAP Concur Mobile App - Booking

Supported Configurations for Concur -- Note: Mac users who login through AccessUH should use the Google Chrome browser, instead of Safari. Mac users who login through www.concursolutions.com can use Safari.

Travel Request

• Creating a Travel Request
• Approving a Travel Request
• Approving a Travel Advance
• How to view Travel Requests in Workflow - View Access for Certifying Signatories
• Creating a Travel Request for Moving Expenses

Expense Report

• Creating an Expense Report from a Travel Request (Local Funds)
• Creating an Expense Report from a Travel Request (State Funds)
• Creating an Expense Report for Department Travel Card
• Creating an Expense Report for an Individual Travel Card
• Allocating Expenses Between Cost Centers on an Expense Report
• Approving an Expense Report
• How to view Expense Reports in Workflow - View Access for Certifying Signatories
• Creating an Expense Report for Moving Expenses
• Reviewing Concur Transactions on the 1074 Report

Instructions to run Concur Reports

• Outstanding Travel Requests and Outstanding Expense Reports
• Travel Card Transactions – No Expense Reports created and Travel Card Transactions
• Outstanding Cash/Travel Advances
• Expenses: Approved Expense Detail Report
• Expense Report Processing Metrics Report