Concur Travel Expense Training Manual 8/17/16
|
|
- Brenda Robinson
- 6 years ago
- Views:
Transcription
1 Expense Module (Reimbursement): 1. Click on the Request tab when logged into your profile. All approved TA s/request will have Expense (to the far right) available. Click on Expense and that will create your Voucher. 2. The only time you will change the Policy is when it is strictly In-State mileage, Reimbursement that doesn t require a TA (I.E. Registration <$50, parking for a business related event, etc.) or if there is a Paper TA approved and the reimbursement is going through the system. *All red fields are required to be answered.* Contacts: Page 1 of 7
2 3. Only answer yes to this question if Meals are provided and/or lodging is to be reimbursed. In-state mileage/team Travel/Recruiting/Group Travel answers No. 4. When creating the Expense Report, only change the highlighted field if traveler should be reimbursed at the conference rate for lodging. *This is very important and needs to be completed correctly in order for the correct reimbursement.* Contacts: Page 2 of 7
3 5. Make sure to enter all the information for the first day of travel (all fields that are Red must be answered) a. After completing the information, hit save then a New Itinerary Stop screen will appear for the return part of the trip. b. Only fill in the four boxes (Date & Time), click on Save and then click on the Next>> button. Contacts: Page 3 of 7
4 6. Travel Allowances For Report screen will appear with itinerary information, just click on the Next>> button. 7. Travel Allowances for Report with the Meals Per Diem screen appears. If there is any personal time on the travel, click the box underneath Exclude and it will deduct it. If No meals are to be reimbursed at all check the box next to Exclude All. Any meals that are provided either at the hotel or conference are to be deducted. You can simply check on the box for the meals that are provided (excluding continental breakfast). The system will automatically calculate for you. Then click on Create Expenses button. Contacts: Page 4 of 7
5 8. The Meals Per Diem will carry over to the Expense items screen. As long as you have selected each expense items in the Request module and allocated them there, it will carry over as you select each expense item in the Expense module. 9. Now you can select any additional expense to add to the reimbursement report. For each item you add to the report, a receipt will need to be attached. You can attach them as you go along, or you can attach them when you are ready to submit the report. The system will prompt you to attach missing receipts for the expense items. Contacts: Page 5 of 7
6 10. Once you have added the expense items to be reimbursed, you can hit the Submit Report button and the system will prompt you to attach missing receipts. The yellow icon means a receipt is required. 11. This screen appears once you hit Submit Report and this is where you will be able to attach the required receipts. Contacts: Page 6 of 7
7 12. The next screen to appear is where you will select each expense item individually and attach the required receipts for them. Please make sure to attach the correct receipt in order to prevent delay of reimbursement. 1 st check the box of the expense item; 2 nd click on Browse the computer will take you to your files (scan all receipts individually and save to your desktop to find them easiest), double click on the appropriate receipt; 3 rd click the Upload button; repeat these steps for receipts required on multiple expense items; 4 th click Accept & Submit button and the report will move out of your queue (given that you have satisfied, if any, each audit rule). The screen on the right is what should appear when the report has been correctly submitted. Contacts: Page 7 of 7
Concur Travel Expense Training Manual 10/11/17
Expense Module (Reimbursement): 1. Click on the Request tab when logged into your profile. All approved TA s/request will have Expense (to the far right) available. Click on Expense and that will create
More informationConcur Travel Request Training Manual 10/11/17
Request Module (Travel Authorization): 1. Sign into your Concur profile (you should see something similar below): 2. For 1 st time users click on +Start a Request. 3. For returning users click on the +New
More informationQuick Reference Card Completing an Expense Report in Concur Travel and Expense
Use this QRC when completing an expense report from an approved travel request in Concur Travel and Expense. Log In To Concur Go to the Employee Portal at www.purdue.edu/employeeportal. Choose Travel System
More informationEXPENSE REIMBURSEMENT
EXPENSE REIMBURSEMENT Temple employees must use Concur for ALL reimbursement requests: Travel. Non-Travel Food (seminar dinners, etc.). Miscellaneous purchases not made on P-Card or through TUMarketplace
More informationConcur - Create an Expense Report Last Updated: June 2017
Concur Expense Report Expense reports are used to claim for individual reimbursements for staff, faculty, guest and students. This includes travel expenses (per diems) and/ or reimbursements for any out
More informationTravel Reimbursement. -step by step- When is Travel Reimbursement (TR) required?
When is Travel Reimbursement (TR) required? All travel that requires reimbursement or travel advance issued on TA. When is Travel Reimbursement not required? No Cost Travel Two ways to create TR document
More informationCreating an Expense Report with PeopleSoft Travel & Expenses
Creating an Expense Report with PeopleSoft Travel & Expenses Contents Creating an Expense Report for Travel Reimbursement...1 Accessing Travel and Expenses...1 Entering an Expense Report...1 Entering Your
More informationConcur Standard Basic End-User Guide. Concur Technologies Version 1.0
Concur Technologies Version 1.0 April 14, 2014 Document Revision History Date Description Version Author 04/14/2014 1.0 Concur Proprietary Statement This document contains proprietary information and data
More informationCreating and Submitting an Expense Report
Creating and Submitting an Expense Report How to Create and Submit an Expense Report This job aid shows users how to create and submit an expense report. If you need to withdraw, modify, view, print, and
More informationHelp Guide for PITC PQ Specialists: Using Concur for Expense Reports
Help Guide for PITC PQ Specialists: Using Concur for Expense Reports I. Submitting Local Mileage Using Concur 1. Go to the Intranet, choose Concur from the Business Tools box: 2. Click on Concur, go to
More informationCreating a Domestic Expense Report
Creating a Domestic Objective: In this section we will go over the steps in detail on how to create an 1. Hover over the + New button near the top of the screen, and select Start a Report. OR click on
More informationEntering a Grants Travel Reimbursement Request
Entering a Grants Travel Reimbursement Request In this Quick Reference Guide we will give you the steps on how to enter an Expense report for Grants travel Reimbursement. 1. Logon to Oracle Applications
More informationTravel and Expense System Delegate Instructions
Travel and Expense System Delegate Instructions Table of Contents Acting as a Delegate for Authorization Requests... 3 Introduction...3 Create an Authorization Request (TA)...3 Add an Itinerary to an Authorization
More informationDocument overview: enter an explanation for the travel. Also, make a note of your Doc Nbr as this will be needed for the TR example.
Travel Authorization Example 1: A person in your department is traveling to Saratoga, Wyoming to count cattle at the Beef Improvement Center (BIC) leaving March 15 th and returning March 17 th. Lodging
More informationTravel and Expense Module
Travel and Expense Module Creating a User Profile Creating a Travel Authorization Report Creating a Travel Expense Report Workflow Process To contact a Travel Specialist, Please call 405-974-2493 Creating
More informationCREATING YOUR EXPENSE REPORT (REIMBURSEMENTS AND DIRECT PAYMENTS TO VENDORS)
CREATING YOUR EXPENSE REPORT (REIMBURSEMENTS AND DIRECT PAYMENTS TO VENDORS) REPORT NAMES: ALWAYS USE YEAR AND TITLE: (EXAMPLE: 2018 CHROME RIVER CONFERENCE) SELECT YOUR TRIP TYPE SELECT YOUR AFFILIATION
More informationExpense Report Cheat Sheet
Expense Report Cheat Sheet Yeah!! Your travel has been completed, now comes the fun part. Any travel needs to have a travel reimbursement prepared. This is how the credit card company gets paid, the travel
More informationJackson State University
Jackson State University WWW.JSUMS.EDU/BANNER Travel and Expense EDIT EDIT Click the Profile tab. Click the Edit ( ) icon for the E-Mail Click any item in the list to select that item. Click the Select
More informationRemember to attach all receipts over $75.00 and check the Receipt Attached box for the expense or line item
2 Remember to attach all receipts over $75.00 and check the Receipt Attached box for the expense or line item You can use your mouse pointer and Hover over items and labels to provide you with extra information
More informationEmployment and Assistance Appeal Tribunal EXPENSE CLAIM SYSTEM USER INSTRUCTIONS
Employment and Assistance Appeal Tribunal EXPENSE CLAIM SYSTEM USER INSTRUCTIONS August 2014 LOGGING IN This is an example of how the login page appears when accessed online. Connect to this page through
More informationCreating a New Expense Report from My Concur Homepage
Creating a New Expense Report from My Concur Homepage Expense Tab will take you to the Expense Module Active Work Pane where you can click on New Expense Report Log into Gibson Online to access your My
More informationHow To Process A Transaction In DocuWare. Travel & Expense
How To Process A Transaction In DocuWare Travel & Expense 1 Steps To Complete One Transaction: 1. Import your Receipt(s) 2. Clip Receipt(s) to Transaction 3. Code & Submit the Transaction 1. Import your
More informationChromeRiver. Step One: Delegate Access
This guide will walk you through the basics of using the ChromeRiver application at BGSU to request business travel and entertainment reimbursement or reconcile pcard purchases. The instructions found
More informationConcur Travel & Expense EXPENSE REPORT
Concur Travel & Expense EXPENSE REPORT Overview Overview Creating an Expense Report Attaching Receipts/Attachments Allocation Expense Report Submission Expense Report Approval Workflow Processing Overview
More informationHow to Create an Expense Report Basic
How to Create an Expense Report Basic Before creating your expense report, you should convert all receipts to PDF, JPEG, PNG, or TIF format and save them either to your desktop or in the Available Receipts
More informationConcur Expense User Guide
Concur Expense User Guide Table of Contents What is Concur?... 3 Concur Modules... 3 Logging on to Concur 4 Exploring the Sign In Page. 5 Exploring the Home Page.. 6 Review and Updating Your Expense Profile..
More informationTravel Reimbursement -step by step-
Travel Reimbursement -step by step- When is Travel Reimbursement (TR) required? All travel that requires reimbursement or travel advance issued on TA. When is Travel Reimbursement not required? No Cost
More informationTravelers Guide for Concur
Travelers Guide for Concur Preparing travel Requests, cash advances, and travel Expense Reports Youngstown State University does not discriminate on the basis of race, color, national origin, sex, sexual
More informationHow to Complete Your Travel Authorization
How to Complete Your Travel Authorization IMPORTANT INFORMATION FOR EPA ATTENDEES All EPA staff are responsible for covering all travel costs, including lodging. There is no Master Account with the hotel.
More informationCreating and Submitting a Fluid Expense Report in PeopleSoft Financials
Creating and Submitting a Fluid Expense Report in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid user interface in Release 5.30. PeopleSoft fluid pages are designed to scale gracefully
More informationTravel Reimbursement
Travel Reimbursement Document Overview: The Travel Reimbursement document (TR) is a Kuali document that is used to process reimbursements for travel expenses incurred related to University travel. TR documents
More informationTravel and Expense Management Training Manual
Travel and Expense Management Training Manual AP & Travel Colorado School of Mines Chris Stuart Tolford - 303.273.3274 Mane Poghosyan - 303.273.3976 aptravel@mines.edu Contents Logging in to TEM... 3 How
More informationConcur - Expense Report ver.091 Creating Expense Report, Itinerary & Meal Allowance Page 1
oncur - Expense Report ver.091 reating Expense Report, Itinerary & Meal Allowance Page 1 Starting An Expense Report Navigate to a listing of active Travel Requests: Menu-bar => Requests => View ~or~ oncur
More informationQuick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense for County Extension Offices
Use this QRC when completing a mileage only expense report. Quick Reference Card LOG IN TO CONCUR Go to the Employee Portal at www.purdue.edu/employeeportal Choose Travel System (Concur). Log in using
More informationSutiExpense Monthly Expense Report. User Guide 6.0
SutiExpense Monthly Expense Report User Guide 6.0 Table of Contents Login... 1 Forgot Password... 1 Dashboard... 2 Settings Menu... 3 Change Password... 3 Setting Secondary Email Address... 4 Getting Receipts
More informationConcur Expense Quick Reference Guide. Section 1: Getting Started. Section 2: Explore My Concur. Section 3: Update Your Profile
Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name which is your LDAP username followed by @villanova.edu. (ex: wkinsey@villanova.edu) 2 In the Password
More informationTravel Voucher Instructions
Travel Voucher Instructions To access the voucher, enter your WKU NetID (it should be 3 letters and 5 numbers, not your 800#) and Password, then click Submit. The Home screen will display: Please take
More informationConcur's mobile app iphone
Introduction to... Concur's mobile app iphone Version 9.52 February 9 2018 Applies to these Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice Request You can use Concur
More informationTAMUT TRAVEL DEPARTMENT PRESENTS: etravel/concur 101 TRAINING
TAMUT TRAVEL DEPARTMENT PRESENTS: etravel/concur 101 TRAINING Travel Staff Marcie Whisenhunt Inventory Control/Travel Specialist (903)223-3112 Office (903)490-3822 Cell Mwhisenhunt@tamut.edu WELCOME EAGLES!!!
More informationTravel Authorization Example 1:
Travel Authorization Example 1: A person in your department is traveling to Saratoga, Wyoming to count cattle at the Beef Improvement Center (BIC) leaving March 25 th and returning March 27 th. Lodging
More informationHow to submit a Travel Expense Claim
Munis v2017.1 How to submit a Travel Expense Claim For Out of Town Conferences/Events Table of Contents What Do I Need to Know Before I Get Started? 3 Employee Self Service (ESS) 3 MUNIS Vendor Number
More informationEXPENSE ENTRY INSTRUCTION MANUAL. Child & Youth School Services
EXPENSE ENTRY INSTRUCTION MANUAL Child & Youth School Services 2 Table of Contents 1. Expense Entry Instruction Manual 2. Table of Contents 3. Logging In 4 5. Starting a New Expense Report 6. Creating
More informationChrome River Quick Guide: Expense Report
Chrome River Quick Guide: Expense Report 1. In Bengal Web, click on the Chrome River travel channel link. 2. Log into Chrome River. 3. From the Dashboard, in the upper right corner, click the + NEW button.
More informationIT&R/DDL Travel Request Form Training Manual
IT&R/DDL Travel Request Form Training Manual Visit the IT&R Business Center website at www.bc.itr.ucf.edu, visit the travel section and click on to the IT&R/DDL Travel Request Form. This guide in general,
More informationTRAVEL RESPONSIBILITIES for Travel Services, Visa Services & Travel Coordinator
TRAVEL RESPONSIBILITIES for Travel Services, Visa Services & Travel Coordinator Importance? Work together for the benefit of our JLab staff traveler s and visitor s Minimize process flow time Back and
More informationConcur Expense User Interface Updates
Contents What s changing?...2 Report Library...2 Create Report...4 Travel Allowances...5 Create an Expense...6 Allocations... 13 Quick Report... 16 Manage Expenses... 17 Expense Report Menus... 18 Itemizations...
More informationEmployee Expense Submission Guide
Employee Expense Submission Guide Expense Submission 2.4 Published October 2018 v2.4 Table of Contents First-Time Registration... 3 Submitting Expenses... 4 Employee Expenses... 6 Entering Your Expense
More informationTDY Settlement Approval
TDY Settlement Approval Introduction This guide provides the procedures for approving a TDY settlement claim in TPAX. Procedures See below. 1 On the Travel webpage, under the E-Learning tab, select the
More informationE-Reimbursement Manual
E-Reimbursement Manual Logging into E-Reimbursement To log into E-Reimbursement: 1. Go to UW Travel Wise [https://uw.foxworldtravel.com/]. 2. Hover over Reimbursement at the top. 3. Click on E-Reimbursement
More informationTDY Settlement With Prior Authorization
TDY Settlement With Prior Authorization Introduction This guide provides the procedures for entering a TDY Settlement when a previous Authorization was entered in TPAX. Before you Begin After completing
More informationTravel Reimbursement for Specialty Care Over 100 Miles
Travel Reimbursement for Specialty Care Over 100 Miles Introduction This guide provides the procedures for reimbursement of a specialty medical care visit over 100 miles from the unit. Before You Begin
More informationApptricity Training & Travel Expense Management Department Guide - POLICE April 2017
Apptricity Training & Travel Expense Management Department Guide - POLICE April 2017 Apptricity is the web-based training and travel expense management system used by the City of Roswell. This software
More informationSubmitting an online T# request is simple and easy. I will go through the basics on how to enter a T# on the next slides.
Submitting an online T# request is simple and easy. I will go through the basics on how to enter a T# on the next slides. 1 Everyone has access to the etravel system to submit Travel Requests for your
More informationLong Term TDY Beginning Settlement
Long Term TDY Beginning Settlement Introduction This guide provides the procedures for entering a Long Term TDY Beginning Settlement where no previous Authorization was entered in TPAX. Before you Begin
More informationSAP Concur's mobile app iphone
Introduction to... SAP Concur's mobile app iphone Version 9.64 December 26, 2018 Applies to these SAP Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice Request You
More informationSince this is instate travel with no travel advance, you do not fill out the TA, but go directly to the TR. So click on Travel Reimbursement.
Travel Reimbursement Example 1: A person in your department traveled to Akron, Colorado to perform an inventory count on the cows at the Eastern Colorado Research Center (ECRC). They left on March 31 st,
More informationCONCUR EXPENSE GUIDE. For Approvers/Travelers
CONCUR EXPENSE GUIDE For Approvers/Travelers A comprehensive guide for the approver and traveler users of Arkansas State University s Concur Expense System Nikki Turner Created 01/15/2018 Contents INTRODUCTION...
More informationAccount Payable Office (617) USER GUIDE
Account Payable Office (617)373-2652 USER GUIDE 1 Table of Contents User Sign In:... 3 Profile Update:... 4 Setting up Expense Delegates:... 5 Viewing your BI Manager:... 7 Viewing your Supervisor/Approver:...
More informationInsert your Common Access Card (CAC) in the CAC Reader.
Log on Procedures: Insert your Common Access Card (CAC) in the CAC Reader. Note: You must leave your CAC in the CAC Reader for the entire DTS session. The system will periodically read from the CAC Reader.
More informationThe SAP Concur mobile app iphone
Introduction to... The SAP Concur mobile app iphone Version 9.66 March 22, 2019 Applies to these SAP Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice Request You
More informationExpense Reports. University of Kansas 12/22/2015
2015 Expense Reports University of Kansas 12/22/2015 Table of Contents Create Expense Report... 2 Approval via Module... 30 Send Back via Module... 34 Approval via Email... 39 Send Back via Email... 42
More informationTDY Supplemental Settlement
TDY Supplemental Settlement Introduction This guide provides the procedures for submitting a TDY Supplemental Settlement in TPAX. Before you Begin After completing a supplemental settlement, you will be
More informationLong Term TDY Ending Settlement
Long Term TDY Ending Settlement Introduction This guide provides the procedures for entering a Long Term (LT) TDY Ending Settlement in TPAX. A Long Term TDY Ending Settlement is used for submitting the
More informationSAP Concur's mobile app iphone
Introduction to... SAP Concur's mobile app iphone Version 9.57 June 27, 2018 Applies to these SAP Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice Request You can
More informationConcur Expense Non-Travel Manual
Concur Expense Non-Travel Manual To get started on creating an expense report for reimbursement, log into MySLU and click on the Suitcase Cliqbook & Concur Expense icon in your TOOL tab. To start a new
More informationConcur Travel & Expense Frequently Asked Questions
What is Concur Travel & Expense? How do I log in to Concur Travel & Expense? What should I do the first time I log into Concur Travel & Expense? What are the required fields on the profile page? What if
More informationFY17 Trip Request Form
FY17 Trip Request Form For travel starting *after* July 1, 2016. If your travel is starting *before* July 1, 2016, please use the FY16 Trip Request Form (https://goo.gl/ayq4s9). Please complete the following
More informationEXPENSE ENTRY INSTRUCTION MANUAL SILVERLIGHT VERSION. Child & Youth School Services
EXPENSE ENTRY INSTRUCTION MANUAL SILVERLIGHT VERSION Child & Youth School Services 2 Table of Contents 1. Expense Entry Instruction Manual 2. Table of Contents 3. Logging In 4 7. Starting a New Expense
More informationConcur Travel QuickStart Guide
Concur Travel QuickStart Guide Concur Technologies Version 1.3 As of: June 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/
More informationConcur Expense QuickStart Guide
Concur Expense QuickStart Guide Concur Technologies Version 1.3 As of: May 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/
More informationPCS Settlement Approval
PCS Settlement Approval Introduction This guide provides the procedures for approving a PCS settlement in TPAX. Procedures See below. 1 On the Travel webpage, under the E-Learning tab, select the link
More informationQuickStart Guide. Concur Premier: Travel Request
QuickStart Guide Concur Premier: Travel Request Proprietary Statement This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc., Redmond, Washington.
More informationCONCUR REQUEST GUIDE. For Approvers/Travelers
CONCUR REQUEST GUIDE For Approvers/Travelers A comprehensive guide for approver and traveler users in Arkansas State University s Concur Request System Nikki Turner Updated July 2018 Contents INTRODUCTION...
More informationCHROME RIVER GETTING STARTED
CHROME RIVER GETTING STARTED Chrome River Glossary Allocation: Index(es) that will be Charged for Expenses Alternate Email Address: Additional Email address(es) you will use to send images to Chrome River
More informationQuickStart Guide Concur Travel & Expense
QuickStart Guide Concur Travel & Expense Proprietary Statement This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc., Redmond, Washington.
More informationConcur Expense User Guide
Concur Expense User Guide Table of Contents What is Concur?... 2 What Can You Use it For?... 2 Logging onto Concur... 3 Exploring the Home Page... 4 Reviewing and Updating Your Expense Profile... 5 Expense
More informationCreation of travel expense reports with multiple destinations (8-day trip to Germany and Egypt):
Creation of travel expense reports with (8-day trip to Germany and Egypt): Click Create new The default document type is Travel Claim Does your trip concern an EU project, choose Travel Claim (EU projekt)
More informationKFS Distribution of Income and Expense Guide for Travel Advances
KFS Distribution of Income and Expense Guide for Travel Advances For UConn Employees Office of Travel Services 14 How to Create Distribution of Income and Expense Documents When a traveler receives an
More informationMarch 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR
March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR 1 Contents Logging into Concur... 3 Concur Home Page... 4 Updating Profile (Personal Information)... 5 Travel Tab (Getting estimates for air, hotel,
More informationTravel Activities Creating an Expense Report From a T-Auth
Travel Activities Creating an Expense Report From a T-Auth Overview: Understanding How to Create an Expense Report from a Travel Authorization In this topic, you will learn the steps to create an Expense
More informationUser Guide EZE X P E N S E S BY T I M EREWARDS. After completing this module, you will be able to: Log in to your Account
Step 1 Users User Guide EZE X P E N S E S BY T I M EREWARDS After completing this module, you will be able to: Log in to your Account Understand the Expense Workflow Create & Submit Expense Reports Edit
More informationTE Travel Connector Expense Quick Start Guide. TE Connectivity Version 1.0
TE Travel Connector Expense Quick Start Guide TE Connectivity Version 1.0 February 16 2015 1 Document Revision History Date Description Version Author 2/16/15 TE Travel Connector Expense Quick Start Guide
More informationCreate an Expense Report for Another Employee Quick Reference
In order to complete an expense report for another employee, that employee must first set you up as a substitute in the ERC. Once that has been completed, the first section of this guide explains a Personalization
More informationmyexpenses: approving a claim
Department Of Finance. myexpenses: approving a claim A web based, self-service guide for departmental approvers using myteam Version 2.0 August 2017 1. Select Messages 2. Approve Expense Claim for the
More informationConcur Expense QuickStart Guide. Concur Technologies Version 1.8
Concur Expense QuickStart Guide Concur Technologies Version 1.8 September 7, 2017 2004 2017 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense
More informationConcur Expense QuickStart Guide. Concur Technologies Version 1.6
Concur Expense QuickStart Guide Concur Technologies Version 1.6 November 30, 2016 2004 2016 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense
More informationUniversity of Houston Concur Instructions Creating an Expense Report from a Travel Request (Local Funds)
Step 1: In your Concur main page, you can click on Authorization Requests in the header or in the My Tasks section. Then, look for a Travel Request for which you will be creating an Expense Report. Select
More informationConcur Expense QuickStart Guide. SAP Concur Technologies Version 1.7
Concur Expense QuickStart Guide SAP Concur Technologies Version 1.7 July 18, 2018 2004 2018 SAP Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur
More informationCONCUR REQUEST GUIDE. For Delegates/Travelers
CONCUR REQUEST GUIDE For Delegates/Travelers A comprehensive guide for the delegate and traveler users of Arkansas State University s Concur Request System Nikki Turner Created 01/15/2018 Contents INTRODUCTION...
More informationCARD PROGRAM REIMBURSEMENT REQUEST. To create a reimbursement request in works.please follow steps 1-8
Important: Use Internet Explorer or Firefox for reimbursement requests. The date function doesn t work when using Google Chrome. Reimbursement Requests are used to reimburse you for out of pocket expenses
More informationNon-Public Travel Requests Public User Documentation
Public User Documentation Created May 27, 2016 Revised: December 6, 2016 Version: 1 Mission Statement To equip our students to achieve success in a global society by implementing an effective and rigorous
More informationTravel Authorization Procedure
Travel Authorization Procedure The purpose of a Travel Authorization (TA) is to estimate the total expense of a trip by specific expense categories (such as airfare, hotel, etc.), and identify the funding
More informationMy ASU TRIP manual. ASU Travel Service Center. Call Mon. through Fri., 8 a.m. to 5 p.m., Arizona time
My ASU TRIP manual ASU Travel Service Center Call 480-965-3111 Mon. through Fri., 8 a.m. to 5 p.m., Arizona time Email: MyASUTrip@asu.edu 7/11/18 Table of contents Profile Update profile information...
More informationTable of Contents STEP 1: LOGGING ON:... 2
Travel Settlement Instructions Northern Michigan University Table of Contents STEP 1: LOGGING ON:... 2 STEP 2: CREATING A REPORT... 3 STEP 3: ADDING AN EXPENSE (NMU Credit Card)... 5 STEP 3.1: ADDING AN
More informationQuick Reference Card Booking Travel in Concur Travel and Expense
This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense. Log In To Concur Go to the Employee Portal page. www.purdue.edu/employeeportal
More informationExpense Report Entry-Job Aid
Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Copy from Travel Authorization (if applicable)... 3 Enter Header Information...
More informationChrome River Quick Guide: Pre-Approval Report
Chrome River Quick Guide: Pre-Approval Report 1. In Bengal Web, click on the Chrome River travel channel link. 2. Log into Chrome River. 3. From the Dashboard, in the upper right corner, click the + NEW
More informationA Step-by-Step Guide for E-Travel
2013 A Step-by-Step Guide for E-Travel UNCW Travel Department Table of Contents A. Instructions for Creating an Authorization... 3 How to log into U-Business/E-travel link... 3 Select Travel Authorization
More informationPROFILE Setting up your Profile
Concur Travel Office of Administrative Services- Accounting PROFILE Setting up your Profile Effective 4/1/2016 To Setup Your Profile you will need your Employee ID #, credit card, fax #, frequent traveler
More informationConcur Attachments. Table of Contents
Concur Attachments These instructions will include how to attach the following documents to Travel Request and Expense Reports: Conference Agendas Registration Fee Receipts Paper Travel and Online Travel
More information