Concur Training
Main Content
Concur Training Demo
Runtime: 59 minutes
Watch Training Demo Pilot
General Information
- Request to Travel (Required) – 2:20
- Premise of Concur – 3:02
- Accounting Codes Discussion – 5:00
- Itemization vs Allocation (Account, Fund, Department, Project) – 5:40
- Audit Rules – 6:14 – 11:36
- University Credit Card Programs General Information – 13:00 – 14:46
- Concur Approval Workflows – 15:33 -17:17
Concur Demonstration
- Concur Website Overview – 18:08
- Sign on, Profile, Email validation and delegate set-up – 18:40 – 21:54
- Requesting a Travel Card – 22:41
- Creating a Travel Request – 23:15 – 29:30
- Linking a Request to an Expense – 29:50
- Travel Allowance (Per diem) – 31:40
- Available Expenses (TCU travel card) vs Create New Expense (personal card) – 34:48
- Audit Rules – 35:35
- Personal Card used (out of pocket) – 37:05
- Hotel Itemization (nightly rates, taxes & parking) – 38:36
- General Expenses (tips, transportation, etc) – 40:05
- Comments (Approvers to review) – 41:07
- Mileage 41:33 – 43-21
- Allocations (Departmental coding) – 43:44 – 46:43
- Attaching Receipts/Missing Receipt Declaration – 46:46
- Viewing Account Codes and Report Details – 48:15 – 51:13
- Personal Charges on TCU card – 51:28
- Meal Per Diem Offset – 53:27
- Business Meals with Attendees (Required) – 54:40
- Submitting an Expense Report – 56:44
Concur Travel Demo with Anthony Travel
Date Recorded: 6/6/2023
Runtime: 56 minutes
- Concur overview, campus-wide changes, resources, and Q&A – 0:00 – 42:37
- Profile set-up demo – 42:38 – 56:34