T&E Program: Concur Resources and Job Aids

Concur First Day User Guide (PDF)

Walk-Me (interactive help tool) (Video)

Concur Homepage (PDF, Video)

Concur Icon List (PDF)

Concur Mobile Application Registration (PDF)

User Preferences & Mobile App Registration (Video) 

Mobile Resources (PDF)

Required Fields, Alerts, and Errors (PDF)

Updating Your Expense Profile (PDF, Video) 

Activating E-Receipts (PDF, Video)

Updating your Travel Profile (PDF) 

Booking a Flight (PDF) 

Booking a Hotel (PDF) 

Booking a Car (PDF) 

Changing a Purchased and Ticketed Trip (PDF) 

Creating an Expense Report Header (PDF, Video)

Creating an Expense Report Based on a Completed Trip or from an Approved Request (PDF, Video)

Attaching an Approved Request to an Expense Report (PDF, Video)

Adding US Bank Card Transactions to an Expense Report (PDF, Video)

Adding an Out-Of-Pocket Expense to an Expense Report (PDF, Video)

Attaching Additional Documents to an Expense Report (PDF, Video)

Uploading Receipts using Available Receipts (PDF, Video)

Working with Available Receipts (PDF, Video) 

Missing Receipt Declaration- Create in Concur (PDF, Video)

Entering Personal Car Mileage (PDF, Video) 

Adding Attendees to a Business Meal Expense (PDF, Video) 

Creating an Attendee Group (PDF, Video) 

Converting Foreign Currency Transactions (PDF, Video)

Add Per Diem/ Travel Allowance (PDF, Video) 

Allocating Expenses (PDF, Video)

Copying an Expense (PDF, Video) 

Correcting and Resubmitting an Expense Report (PDF)

Reviewing Report Timeline (PDF, Video)

Print or Share an Expense Report (PDF, Video) 

Deleting an Expense Report (PDF)

Submitting an Expense Report (PDF, PDF-Med School, Video) 

Recalling an Expense Report (PDF, Video)

Adding Terra Dotta Number into Concur Expenses (Amherst, Boston, Chan, Lowell) (PDF-Amherst, Boston, Chan, Lowell)

Adding PeopleSoft Number into Concur Expenses (Dartmouth, President's Office) (PD-Dartmouth, President's Office)

Expensing Purchases Made for Another User With a US Bank Card (PDF, Video)

Manage Expenses screen navigation (Video)

Expense Report screen navigation (Video)

Creating a Request for Prior Approval or Exception Request (PDF) 

Creating and Submitting a Request for Pre-Travel Authorization for Domestic Travel (PDF, PDF-Med School, Video)

Creating and Submitting a Request for Pre-Travel Authorization International Travel (PDF, PDF-Med School, Video)

Pre-Travel Authorization: Multiple Destination Travel (Video)

Attaching Documents to a Request (PDF)

Recall a Request (PDF, Video)

Viewing a Request Timeline (PDF, Video)

Closing a Request (PDF, Video) 

Deleting Request (Video)

Creating a Blanket Travel- Amherst ONLY (PDF-Amherst) 

Reviewing and Approving an Expense Report (PDF, Video)

Sending Back an Expense Report (PDF, Video)

Adding an Additional Approver to an Expense Report (PDF, Video)

Reviewing and Approving a Request (pre-travel authorization) (PDF, Video)

Reviewing and Approving a Request (prior approval or exception) (PDF, Video)

Sending Back a Request (pre-travel authorization, prior approval or exception) (PDF, Video)

Adding an Additional Approver to a Request (pre-travel authorization, prior approval, or exception) (PDF, Video)

UMass Expense and Request Approval Workflows (PDF) 

Reviewing Previously Approved Reports or Requests (Video)

Acting as a Delegate (PDF, PDF- Amherst Dartmouth, PDF-Med School, Video, Video- Amherst Dartmouth) 

Submit a Report Prepared by a Delegate- Amherst and Dartmouth ONLY (PDF-Amherst Dartmouth)

Adding a Delegate (PDF, Video)

Adding a Travel Assistant (PDF)

Delegate Options (In profile settings)(Video)

Expensing Purchases Made for Another User With a US Bank Card (PDF, Video)

Condensed Concur Training (Video)