Overview
This knowledge base article provides the necessary training materials to assist when utilizing all features of the Concur Travel & Expense software. These materials are based on various functions that can be performed in Concur such as; how to set up a profile, create a request, submit expense reports (day or overnight), approve requests, delegate permissions, and much more. Review the training materials below for help with Concur based on your Concur needs.
Note: All users must complete the required fields of their Concur Profile before traveling on official university business. In addition to the Concur system requirements, Rowan University requires approval designation. Request and expense approvers must be entered in the Profile section under Request Settings and Expense Settings before utilizing the system. Failure to do so will result in system errors which will not allow the request or expense report to flow to the proper approvers.
Table of Contents
Solution
- Log In, Access the Help Tool, and Navigate the Concur Homepage
- Create and Setup your Profile
- Set up and Request Approvers/Expense Approvers
- Creating a New Request for Overnight Travel
- Using the Trip Search to Look but Not Book (Obtaining Estimates)
- Booking Online Using the Concur Website
- Correct and Resubmit a Returned Request
- Manage Requests in your Request Library
- Creating a Travel Request Training Video (Coming Soon)
- Closing a Request after Reimbursement
- Allocation of Expected Expenses in Request
- Create a Day Travel Monthly Expense Report
- Create a "Campus to Campus" Mileage within a Day Travel Expense Report
- Correct and Resubmit a Returned Expense Report
- Allocation of Expenses in an Expense Report
- Day Travel Training Video (Coming Soon)
- Creating an Expense Report that is Connected to a Request
- Add Per Diem if you miss the Travel Allowance (Meal Per Diem) Question in an Expense Report
- Converting Foreign Currency Transactions
- Allocation of Expenses in an Expense Report
- Correct and Resubmit a Returned Expense Report
- Creating an Expense Report Video (Coming Soon)
Assistants and Travel Arrangers
- Approve a Request
- Approve an Expense Report Video (Coming Soon)
- Approve a Request Video (Coming Soon)
Notes
Contact
If you have questions or need further assistance, please email asktravel@rowan.edu.