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 3 - Allocating Expenses

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

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Step 5 - Setting the Approval Flow

Step 6 - Submitting Expense Reports


Did you take the online travel courses?

There are online courses available that guide you through the travel process.

Learn about these online courses →