Concur Expense User Resources

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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 Course
Concur Expense QuickStart Guide
Updating Your Expense Profile
Video: Updating Your Expense Profile  |  Updating Your Expense Profile
(2 min)
Importing Personal Charge Cards
Video: Importing Personal Charge Cards  |  Importing Personal Charge Cards
(2 min)
Enabling Expense Assistant
Video: Enabling Expense Assistant  |  Enabling Expense Assistant
(2 min)
Working with Expense Assistant
Video: Working with Expense Assistant  |  Working with Expense Assistant
(2 min)
Creating a New Expense Report
Video: Creating a New Expense Report  |  Creating a New Expense Report
(2 min)
Setting Up Company Bill Statements
Video: Setting Up Company Bill Statements  |  Setting Up Company Bill Statements
(5 min)
Acting as a Delegate
Video: Acting as a Delegate  |  Acting as a Delegate
(3 min)
Creating an Expense Report Based on a Completed Trip
Video: Creating an Expense Report Based on a Completed Trip  |  Creating an Expense Report Based on a Completed Trip
(2 min)
Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
Video: Creating an Expense Report with Fixed Travel Allowances (in the TA Service)  |  Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
(2 min)
Creating an Expense Report with Reimbursable Travel Allowances
Video: Creating an Expense Report with Reimbursable Travel Allowances  |  Creating an Expense Report with Reimbursable Travel Allowances
(3 min)
Adding an Out-of-Pocket Expense to an Expense Report
Video: Adding an Out-of-Pocket Expense to an Expense Report  |  Adding an Out-of-Pocket Expense to an Expense Report
(2 min)
Adding Card Transactions to an Expense Report
Video: Adding Card Transactions to an Expense Report  |  Adding Card Transactions to an Expense Report
(2 min)
Creating a Cash Advance on the Expense
Video: Creating a Cash Advance on the Expense  |  Creating a Cash Advance on the Expense
(2 min)
Itemizing Expenses
Video: Itemizing Expenses  |  Itemizing Expenses
(2 min)
Itemizing Nightly Lodging Expenses
Video: Itemizing Nightly Lodging Expenses  |  Itemizing Nightly Lodging Expenses
(3 min)
Copying an Expense
Video: Copying an Expense  |  Copying an Expense
(1 min)
Allocating Expenses
Video: Allocating Expenses  |  Allocating Expenses
(2 min)
Activating E-Receipts
Video: Activating E-Receipts  |  Activating E-Receipts
(1 min)
Working with Available Receipts
Video: Working with Available Receipts  |  Working with Available Receipts
(4 min)
Working with Receipt Affidavits
Video: Working with Receipt Affidavits  |  Working with Receipt Affidavits
(2 min)
Adding Attendees to a Business Expense
Video: Adding Attendees to a Business Expense  |  Adding Attendees to a Business Expense
(2 min)
Entering Personal Car Mileage
Video: Entering Personal Car Mileage  |  Entering Personal Car Mileage
(2 min)
Converting Foreign Currency Transactions
Video: Converting Foreign Currency Transactions  |  Converting Foreign Currency Transactions
(1 min)
Deleting an Expense Report
Video: Deleting an Expense Report  |  Deleting an Expense Report
(1 min)
Reviewing and Approving an Expense Report
Video: Reviewing and Approving an Expense Report  |  Reviewing and Approving an Expense Report
(2 min)
Adding an Additional Review Step
Video: Adding an Additional Review Step  |  Adding an Additional Review Step
(1 min)
Sending Back an Expense Report
Video: Sending Back an Expense Report  |  Sending Back an Expense Report
(1 min)
Correcting and Resubmitting an Expense Report
Video: Correcting and Resubmitting an Expense Report  |  Correcting and Resubmitting an Expense Report
(2 min)
Printing and Submitting an Expense Report
Video: Printing and Submitting an Expense Report  |  Printing and Submitting an Expense Report
(2 min)
Troubleshooting Missing Transactions
Video: Troubleshooting Missing Transactions  |  Troubleshooting Missing Transactions