»Concur Training Material and Resources

New UI Reporting (self-paced training)

Written Guide:

• Default Reporting Security allows you to see data for yourself and those users under your hierarchy.​
• To run reports for a division/department, you will need to Act-As the division/department head to view all data.
  • The division/department head will need to grant you reporting delegate access. Profile/Profile Settings/Expense Delegates, Add your name and check the "Can User Reporting" box. 
• Reports are located in the Team Content Folder.​
• Standard Concur delivered reports can be found in the Intelligence-Standard Reports folder. A report catalog for standard reports is located under the "Resources" menu in the top right corner.​
• Chapman-designed reports are located in the Chapman University folder.  
• Select the report and enter any prompt.
• The report output will run to the screen.
• Click the arrow icon for other output options.

Create a Request (self-paced training)

Written Guide:

1. Click the "Requests" Tab, then click on "Create New Requests"
2. On the following page, fill out the required fields such as the same, start date, and end date
   1. Chartfield strings will default to your profile with Human Resources. They can be modified manually by typing in the designated field
3. Click "Create Request"
4. On the following page, click "Add," then select current or future year expense
   1. Enter the date of the event, request amount, description, and additional comment
5. Click "Save"
6. Click "Submit Request"
7. On the next page, click "Accept and Continue" to proceed through the workflow.

Corporate Travel Planning Support: 

• Video Tutorial (0:43)

 Written Guide:

1. Click on the "Travel Rules Class" to indicate the type of travel.
2. Enter the "Departure & Arrival" city information.
3. Indicate the "Departure & Return" dates.
4. Choose your "Seating" preference and click "Search".
   1. If you have not completed your Travel Profile, you will need to do so before booking travel in CTP.
5. Click "Select" to choose the preferred Departure flight.
   1. You can also click the Airlines tab at the top to filter the search to show only specific flight information.
6. Click "Select" to choose the "Return" flight information.
7. Click on the fare you wish to reserve.
8. Review the flight and traveler information sections.
9. Select your preferred "Seat".
10. Enter your Credit Card information or choose one from your saved Credit Card library.
11. Click "Reserve Flight and Continue". You're almost there, just three more steps to complete.
12. Take a moment to review your "Travel Details" and click "Next" at the bottom of the page.
13. Enter any extra trip information for your online travel agent at CTP and click "Next".
14. To complete your reservation, click "Purchase Ticket".

Visit the PCard information page and click on PCard Reconciliation at the bottom of the page.

Expense Report with Per Diem (self-paced training)

Written Guide:

1. Click the "Expense" Tab 
2. Create New Report 
3. Fill out the required fields
4. Click "Yes, I want to claim travel allowance."
5. On the following page, enter departure and arrival information, and click save.
6. Select to reduce per diem if a meal is provided.
7. Click "Submit Report"
8. On the following page, click on "Accept and Continue," Submit Report," and "Close"
9. Click on "Submit Report" to go through the workflow

Creating a Basic Expense Report without Per Diem (self-paced training)

Written Guide:

1. Click the "Expense" Tab 
2. Create New Report 
3. Fill out the "Request/Trip Name" field
4. Fill out the "Report/Trip Start Date" and "Report/Trip End Date" fields
5. Under "Claim Travel Allowance", select "No"
6. Click "Create Report"
7. On the following page, click on "Add Expense" to enter your expense
8. Click on "Save Expense" or "Save and Add Another" if you wish to add more expenses
9. On the following page, click on "Accept and Continue," Submit Report," and "Close"
10. On the following page, click on "Submit Report" to go through the workflow

Charging Expense Lines to Different Chartfields (self-paced training)

Written Guide:

1. Click the "Expense" Tab 
2. Create New Report 
3. Enter the request or trip name
4. Enter "Start Date" and "End Date," and click "Save"
   
   1. Chartfield strings will default to your profile with Human Resources. They can be modified manually by typing in the designated field.
5. Click "Add Expense"
   1. Enter expenses
   2. Allocate "Percent' or "Amount," and click "Save"
6. On the following page, click on "Save Expense," Submit Report," and "Close" to go through the workflow.

Creating an Expense Report From a Request-Cash Advance (self-paced training)

Written Guide:

1. Click the "Expense" tab 
2. Click on "Create New Report" 
3. Fill in the required fields
4. Enter "Start Date" and "End Date"
5. Copy the "Request ID"
6. Click "Create report" 
7. Paste the "Request ID"
8. Include the business purpose and click save
9. Click on "Add Expenses"
10. Click on "Submit Report"
11. On the following page, click on "Accept and Continue," Submit Report," and "Close" to go through the workflow

Mileage Reimbursement (self-paced training)

Written Guide:

Mileage Reimbursement 

1. Click on “Add Expense” 
2. Select Create New Expense 
   1. Under the Mileage section, select “Personal Car Mileage” 
3. Click on “Mileage Calculator” 
4. Enter Your Starting Location, Ending Location
   1. Click on Calculate Route
      1. If applicable, click on “Make Round Trip”
5. Click on “Add Mileage to Expense”
6. Enter Travel Details
   1. Select your Transaction Date (Travel Date)
   2. Enter a Comment – Provide your starting destination and ending destination
   3. Click on “Save Expense” 

A "Delegate" is one or more users acting on another user's behalf. A delegate can be assigned to help with booking travel and managing expense reports.

• Video Tutorial (1:28)

Concur Mobile:

The Concur Mobile app allows users to access their Travel and Expenses from the convenience of their mobile devices. No Chapman University VPN is necessary to log into your account.

Registering Your Concur Mobile Account:

• Video tutorial

Written Guide:

1. Click "Profile" to open your profile settings.
2. Click "Profile Settings" to open your profile settings menu.
3. Click "Concur Mobile Registration" to get started.
4. Confirm your email address is correct and select "Get Started".
   1. A download link for the app will be sent to your email address.
5. Create your new "Pin/Password" at the bottom of the setup menu.
6. Select "Set Concur Mobile PIN" to save your new PIN / PASSWORD.
   1. You can use the "Company Code" when signing in on the mobile app for the first time.
   2. Open the email on your mobile device and select the link in "Step 1: Tap here to install Concur Mobile".
      1. Download and "Open" the mobile app to register your account.
      2. Enter your FULL Chapman email address, and click "Next".
      3. Enter your "Pin / Password" or the "Company Code" that was provided on your mobile setup page.
      4. Select "Next" to continue.
         1. Click the "X" in the top right corner to exit the info page.