Using Concur Expense

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.

Using Concur Expense

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