Reconciling Travel with Concur

General information on how to travel is available on the Travel Page, including the Travel Step by Step Summary.

Refer to the Quick Reference Guide The Expense Report Process for a graphic overview of the expense report process from start to finish.

Reconciling a cash advance?

The Step-by-Step Guide Reconciling Cash Advances (found under Step 2) will help you through the process.

 

Step 1 - Creating the Expense Report

Step 3 - Allocating Expenses

Step 4 - Attaching Documents

Step 4a - Attaching Documents by Scan

Step 4b - Attaching Documents by Fax

Step 4c - Attaching Documents by Receipt Store to Individual Expenses

Delegates: Emailing Receipts to Receipt Store

Want to go mobile with Concur?

Access Concur from your mobile device with Concur Mobile. You can also organize all aspects of your travel with TripIt Pro.

It's easy! Find out how →

Step 5 - Setting the Approval Flow

Step 5a - Determining Reimbursement Amounts

Step 6 - Submitting Expense Reports

 

Did you take the online travel courses?

  • There are online courses available that guide you through the travel process.
  • After completing the online courses, customized in-person training can be requested to suit your department's needs.

Learn about these online courses →   Learn about in-person training →