Concur Expense User Resources

Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims.

Please note: There are currently two versions of Concur Expense. To find out which version you have, log into Concur Solutions > click Help in the upper-right corner > click Expense Help. Those with NextGen UI for Concur Expense will see a banner indicating 'NextGen' at the top of the page.

If you have NextGen UI for Concur Expense, access the relevant resources here.

Otherwise, the appropriate resources can be found below.

Topic Videos Guides Tip Sheets
Concur Expense QuickStart Guide
Guide:   (Concur Expense QuickStart Guide)  |  Concur Expense QuickStart Guide
Travel & Expense Overview
Video:   (Travel and Expense Overview)  |  Travel & Expense Overview
Updating Your Expense Profile
Video:   (Updating Your Expense Profile)  |  Updating Your Expense Profile
Tip Sheet:   (Updating Your Expense Profile)  |  Updating Your Expense Profile
Creating a New Expense Claim
Video:   (Creating a New Expense Report)  |  Creating a New Expense Claim
Tip Sheet:   (Creating a New Expense Report)  |  Creating a New Expense Claim
Creating Quick Expenses
Tip Sheet:   (Creating Quick Expenses)  |  Creating Quick Expenses
Acting as a Delegate
Tip Sheet:   (Acting as a Delegate)  |  Acting as a Delegate
Creating an Expense Claim with Fixed Travel Allowances
Video:   (Creating an Expense Report with Fixed Travel Allowances)  |  Creating an Expense Claim with Fixed Travel Allowances
Adding an Out-of-Pocket Expense to an Expense Claim
Video:   (Adding an Out-of-Pocket Expense to an Expense Report)  |  Adding an Out-of-Pocket Expense to an Expense Claim
Tip Sheet:   (Adding an Out-of-Pocket Expense to an Expense Report)  |  Adding an Out-of-Pocket Expense to an Expense Claim
Adding Card Transactions to an Expense Claim
Video:   (Adding Card Transactions to an Expense Report)  |  Adding Card Transactions to an Expense Claim
Creating Cash Advances
Video:   (Creating Cash Advances)  |  Creating Cash Advances
Tip Sheet:   (Creating Cash Advances)  |  Creating Cash Advances
Adding Cash Advances to an Expense Claim
Tip Sheet:   (Adding Cash Advances)  |  Adding Cash Advances to an Expense Claim
Itemising Expenses
Video:   (Itemizing Expenses)  |  Itemising Expenses
Tip Sheet:   (Itemizing Expenses)  |  Itemising Expenses
Itemising Nightly Accommodation Expenses
Video:   (Itemizing Nightly Lodging Expenses)  |  Itemising Nightly Accommodation Expenses
Tip Sheet:   (Itemizing Nightly Lodging Expenses)  |  Itemising Nightly Accommodation Expenses
Copying an Expense
Tip Sheet:   (Copying an Expense)  |  Copying an Expense
Allocating Expenses
Video:   (Allocating Expenses)  |  Allocating Expenses
Tip Sheet:   (Allocating Expenses)  |  Allocating Expenses
Activating E-Receipts
Tip Sheet:   (Activating E-Receipts)  |  Activating E-Receipts
Adding Attendees to a Business Meal
Tip Sheet:   (Adding Attendees to a Business Expense)  |  Adding Attendees to a Business Meal
Converting Foreign Currency Transactions
Tip Sheet:   (Converting Foreign Currency Transactions)  |  Converting Foreign Currency Transactions
Reviewing and Approving an Expense Claim
Video:   (Reviewing and Approving an Expense Report)  |  Reviewing and Approving an Expense Claim
Tip Sheet:   (Reviewing and Approving an Expense Report)  |  Reviewing and Approving an Expense Claim
Adding an Additional Review Step
Tip Sheet:   (Adding an Additional Review Step)  |  Adding an Additional Review Step
Sending Back an Expense Claim
Tip Sheet:   (Sending Back an Expense Report)  |  Sending Back an Expense Claim
Correcting and Resubmitting an Expense Claim
Tip Sheet:   (Correcting and Resubmitting an Expense Report)  |  Correcting and Resubmitting an Expense Claim
Printing and Submitting an Expense Claim
Video:   (Printing & Submitting an Expense Report)  |  Printing and Submitting an Expense Claim
Tip Sheet:   (Printing & Submitting an Expense Report)  |  Printing and Submitting an Expense Claim