Using Concur Expense

End User Training

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 Sheet
Concur Expense QuickStart Guide
Updating Your Expense Profile
Adding a Personal Charge Card
Enabling Expense Assistant
Working with Expense Assistant
Creating a New Expense Report
Adding Quick Expenses
Acting as a Delegate
Creating an Expense Report Based on a Completed Trip
Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
Creating an Expense Report with Reimbursable Travel Allowances
Adding an Out-of-Pocket Expense to an Expense Report
Adding Card Transactions to an Expense Report
Creating Cash Advances
Itemizing Expenses
Itemizing Nightly Lodging Expenses
Copying an Expense
Allocating Expenses
Activating E-Receipts
Working with Available Receipts
Working with Missing Receipt Affidavits
Adding Attendees to a Business Expense
Entering Personal Car Mileage
Converting Foreign Currency Transactions
Deleting an Expense Report
Reviewing & Approving an Expense Report
Adding an Additional Review Step
Sending Back an Expense Report
Correcting and Resubmitting an Expense Report
Printing and Submitting an Expense Report
American Express Business Card Connection
Troubleshooting Missing Transactions