Training

Instructor-led Concur training is available to the campus community and will continue for an undetermined period.

Register for an upcoming class via the Training Enrollment Database.

Concur is a cloud-based application, so system updates and enhancements occur frequently. Training materials will be updated as needed to reflect system changes.

When using a tutorial:

• Check the revision date at the end of the tutorial title.
• Always use the most recently revised version available.
• Consider reviewing the applicable training materials before creating or approving Concur Travel and Expense forms.

Learn more about the different roles and responsibilities within the Concur system.

• Concur Role Descriptions
• Concur Roles

Step-by-step tutorials are available to help users create, manage, and approve Concur Travel and Expense forms.

To access the tutorials, go to Concur Travel and Expense System Tutorials 

Use these short videos to learn about specific Concur processes and features.

Requests

• Creating a Travel Request
• Creating a Guest Request
• Travel Request Header
• Viewing Requests
• Request Audit Trail
• Travel Request - International Trip Expense Type
• Multi-City Travel Request
• Travel Request Cost Allocation

Booking Travel

• Booking in Concur

Expense Reports

• Creating an Expense Report from an Approved Request
• Itemizing Hotel Expenses
• Creating Personal Mileage Expense
• Per Diems and Travel Allowance
• Missing Receipt Declaration
• Expense Report Cost Allocation

Workflow & Approvals

• Approval Workflow
• Locating Approved Reports

Accounting & Administrative Resources

• Finding Your Department Travel Admin
• Enter SOAPF and Project Information
• Assigning a Travel Arranger
• Assigning Delegates

Access resources for creating and using Concur reports.

• Concur Roles Descriptions
• Reporting Workshop
• Accessing Reporting
• Using Reporting

Review recordings of previous instructor-led training sessions for additional guidance.

• Creating Travel Requests in Concur 
• Approving Travel Request and Expense Forms in Concur 
• Booking in Concur 
• Creating Travel Expense Reports in Concur 

These sessions provide an overview of Concur processes based on the user's role.

• Traveler Session 
• Approver Session 

Use these reference materials for specific Concur-related processes.

• Event Manager Job Aid
• Guest Requests and Bookings