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.
Using Expense Pay
By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. You will also learn how to set up add your bank account to your profile and track your reimbursements
| Topic | Videos | Guides | Tip Sheet |
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| Concur Expense QuickStart Guide |  |
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| Updating Your Expense Profile |  (2 min) |
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| Importing Personal Charge Cards | (2 min) |
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| Enabling Expense Assistant | (2 min) |
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| Working with Expense Assistant | (2 min) |
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| Creating a New Expense Report | (2 min) |
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| Acting as a Delegate | (3 min) |
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| Creating an Expense Report Based on a Completed Trip | (2 min) |
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| Creating an Expense Report with Fixed Travel Allowances (in the TA Service) | (2 min) |
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| Creating an Expense Report with Reimbursable Travel Allowances | (3 min) |
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| Adding an Out-of-Pocket Expense to an Expense Report | (2 min) |
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| Adding Card Transactions to an Expense Report | (2 min) |
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| Creating a Cash Advance | (2 min) |
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| Itemizing Expenses | (2 min) |
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| Itemizing Nightly Lodging Expenses | (3 min) |
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| Copying an Expense | (1 min) |
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| Allocating Expenses | (2 min) |
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| Activating E-Receipts | (1 min) |
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| Working with Available Receipts | (4 min) |
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| Working with Receipt Affidavits | (2 min) |
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| Adding Attendees to a Business Expense | (2 min) |
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| Entering Personal Car Mileage | (2 min) |
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| Converting Foreign Currency Transactions | (1 min) |
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| Deleting an Expense Report | (1 min) |
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| Reviewing and Approving an Expense Report | (2 min) |
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| Adding an Additional Review Step | (1 min) |
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| Sending Back an Expense Report | (1 min) |
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| Correcting and Resubmitting an Expense Report | (2 min) |
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| American Express Business Card Connection | |
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| Printing and Submitting an Expense Report | (2 min) |
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| Troubleshooting Missing Transactions | |
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