Reconciling Travel with Concur

New Concur Training Videos!

When the Travel Card is Used to Pay for Travel Meals is the first in a series of Concur training videos now available as additional Concur learning resources.

General information on how to travel is available on the Travel Page, including the Travel Overview.

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 2 - Adding Expenses

Many types of travel expenses can be on one expense report. Use the guides below for each type of travel expense on your report.

Video: Adding Attendees to Official Function Expenses - New

Reconciling Cash Advances

Step 2a - Overview of Adding Expenses

Step 2b - Adding Travel Card Expenses

Step 2c - Adding Out-of-Pocket Expenses

Step 2d - Adding Lodging Expenses

  • Video: Adding Lodging to Expense Reports (& Itemizing the Expense) - New

Step 2e - Adding Mileage Expenses

  • Video: Adding Mileage to Expense Reports (& Using the Mileage Calculator) - New

Step 2f - Adding Per Diem (Fixed Meal) Expenses

Step 3 - Allocating Expenses

Allocating Expenses

  • Video Allocating Expenses: Grouping ‘em & Splitting ‘em  - New

Step 4 - Attaching Documents

Step 4a - Attaching Documents Using the Available Receipts Area

Step 4b - Attaching Documents by Scan

Step 4c - Attaching Documents by Fax

Delegates: Emailing Receipts to the Available Receipt Area

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

Determining Reimbursement Amounts

  • Video: Determining Reimbursement Amounts (Using the Reports Total Summary) - New

Video: When the Travel Card is Used to Pay for Travel Meals - New

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 →