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Concur Support Center

 

Concur for P-card Instructions

Below are videos and tip sheets to help you complete P-card (expense) related tasks in Concur. These are a supplement to mandatory Concur training and do not replace the required P-card training.

 

Updating Your Expense Profile

Updating Your Expense Profile   Video

Adding a Delegate   Video

Activating E-Receipts   Video

 


Reviewing/Approving Expense Reports

Reviewing and Approving an Expense Report    Video    Tip Sheet

Sending Back an Expense Report    Video    Tip Sheet

Adding an Additional Review Step    Video    Tip Sheet

 


Acting as a Delegate

Acting as a Delegate    Video    Tip Sheet

Creating/Submitting Expense Reports

Creating a New Expense Report    Video    Tip Sheet

Creating an Expense Report with Fixed Travel Allowances    Video    Tip Sheet

Adding an Out-of-Pocket Expense to an Expense Report  Video   Tip Sheet

Adding Card Transactions to an Expense Report    Video   Tip Sheet

Troubleshooting Missing Transactions    Video    Tip Sheet

Itemizing Expenses    Video    Tip Sheet

Itemizing Nightly Lodging Expenses    Video    Tip Sheet

Allocating Expenses    Video    Tip Sheet

Working with Available Receipts    Video    Tip Sheet

Adding Attendees to a Business Expense    Video    Tip Sheet

Entering Personal Car Mileage    Video    Tip Sheet

Converting Foreign Currency Transactions    Video    Tip Sheet

Correcting and Resubmitting an Expense Report    Video    Tip Sheet

Deleting an Expense Report    Video    Tip Sheet

 


 

Concur for Travel Instructions

Below are videos and tip sheets to help you complete travel related tasks in Concur. These are a supplement to mandatory Concur training and do not replace the required travel training.

 

Booking & Managing Trips

How to Use the Travel Booking Tool    Video

Updating Your Travel Profile    Video

Book a Flight     Video

Book a Hotel     Video

Book a Car     Video

Changing a Purchased and Ticketed Trip     Video

Creating an Expense Report Based on a Completed Trip     Video

 


 

Concur Mobile App Instructions

Below are videos and tip sheets to help you complete tasks in Concur mobile app. These are a supplement to mandatory Concur training and do not replace the required travel and P-card training.

 

Logging on to Concur      Video     Tip Sheet

Working with ExpenseIt iPhone Video    Android Video   Tip Sheet      

Creating an Expense Report   iPhone Video    Android Video    Tip Sheet 

Capturing Receipts  iPhone Video     Android Video     Tip Sheet 

Avoiding Duplicate Transactions  iPhone Video    Android Video    Tip Sheet   

Attaching Receipts & Submitting a Report  iPhone Video   Android Video   Tip Sheet

Adding Attendees to an Expense  iPhone Video    Android Video   Tip Sheet

Adding Out-of-Pocket Expenses   iPhone Video    Android Video  Tip Sheet

Itemizing Nightly Lodging Expenses  iPhone Video    Android Video  Tip Sheet

Working with Exceptions  iPhone Video    Android Video  Tip Sheet

Working with Foreign Currency  iPhone Video    Android Video  Tip Sheet

Booking a Flight  iPhone Video    Android Video   Tip Sheet

Booking a Rental Car  iPhone Video    Android Video  Tip Sheet

Booking a Hotel  iPhone Video    Android Video  Tip Sheet

Approving an Expense Report   iPhone Video    Android Video  Tip Sheet

Approve a Trip & Travel Request     Video    

 


Still have questions?

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