Concur Travel Management System
Concur Overview
PowerPoint for Concur Overview -- 10/26/15 and 10/30/15 Training Sessions
Training Material - Printable Instructions
Getting Started in Concur
- Steps for New Users
- How to Set E-mail Notifications
- How to Select Delegates to Prepare your Documents
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
Training Material - Online Training (Concur Videos)
Getting Started in Concur
Travel Request
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
- Approving an Expense Report
Frequently Asked Questions
Faculty Travel Questions and Finance Answers