Procurement

 

Concur Training

Getting Started

Getting Started - Welcome to Concur! A One-Page Guide

Request and Expense Report Workflow

Getting Started - Completing Your Personal Profile

Video Getting Started - Completing Your Personal Profile

Getting Started - Enabling E-Receipts

Getting Started - Concur Mobile App - Android

Getting Started - Concur Mobile App - IOS

Getting Started - TripIt & My Travel Network

Getting Started - Exploring the Concur Home Page

Getting Started - Adding a Delegate

Getting Started - Concur Icons - What They Mean

Training Toolkit (general information, not UD-specific)

Requests in Concur

Getting Started - Acting as a Delegate

Creating a Credit Card Services Request

Creating a Travel Request

Video Creating a Travel Request

Travel with Concur

Getting Started - TripIt & My Travel Network

Getting Started - Acting as a Delegate

Creating a Travel Request

Video Creating a Travel Request

Searching and Booking Travel

Video Searching and Booking Travel

Booking Guest Travel in Concur

Video Booking Guest Travel in Concur

Travel Expense Report Basics

Video Creating a Travel Expense Report

Expense Reports in Concur

Getting Started - Acting as a Delegate

Creating an Expense Report for Goods & Services

Video Creating an Expense Report for Goods & Services

Travel Expense Report Basics

Video Creating a Travel Expense Report

Cash Advance Reconciliation

Returning Funds to UD Updated!

Managing Itineraries in Concur

Tips, Tricks & Troubleshooting

Managing Itineraries in Concur

Troubleshooting the "Single Row Itinerary" error

Approving in Concur

Approving Requests and Expenses (for Supervisors)

Approving Requests and Expenses (for Cost Object Approvers)

Concur Liaison Zoom Training

Please note: content may have been updated since the live training date shown below. Please refer to the documents and videos above for current information.

Concur Training for Liaisons 2/14/19 (Getting Started)

Concur Training for Liaisons 2/28/19 (Card Requests & Maintenance)

Concur Training for Liaisons 3/8/19 (Reporting)

Concur Training for Liaisons 3/22/19 (Travel Updates; Card Maintenance and Reporting recaps)

Concur Training for Liaisons 3/28/19 (Top Ways Concur Will Differ from Current State)

Concur Training for Liaisons 4/4/19 (Reimbursements in Concur)

Concur Training for Liaisons 4/18/19 (Amtrak update, Reporting Update, Approver's Perspective)

Concur Training for Liaisons 5/9/19 (Hot Topics)

Concur Training for Liaisons 5/16/19 (Travel Expenses & Hot Topics)

Concur Training for Liaisons 5/23/19 (Travel Updates)

Concur Training for Liaisons 6/6/19 (Working with Cash and Reporting Update)

Concur Training for Liaisons 6/13/19 (Guest Maria Poole on training users in Concur)

Concur Training for Liaisons 6/20/19 (Handling cash returns revisited)

Concur Training for Liaisons 6/27/19 (Travel Update, Tips & Tricks)

Concur Training for Liaisons 7/11/19 (Guest Corinne Hamed on training users in Concur)

Concur Training for Liaisons 7/18/19 (Returning Cash and Guest Travel)

Concur Training for Liaisons 8/1/19 (Working with Itineraries)

Content last updated 10/25/2019