- Note: you must be an employee of SJECCD with login credentials to access linked materials.
OVERVIEW, PROCEDURES, PREPARATION
- The Concur Travel and Expense software replaces electronic Conference Requests and Expense Reports.
- Streamlined approval flows, validated General Ledger accounts, and audit rule warnings will assist with accurate submissions and shorter reimbursement time.
- The Concur Mobile App and additional tools allow for tracking trip itineraries and uploading receipts and transactions while traveling or from home. E-receipts are also accepted into Concur from most hotels, airlines and car rental vendors.
| Request Approval flow: Registration and travel may be booked after Request is fully approved. Expense Reports:
Expense Report Approval flow: - Travel expense reports associated with travel Request must be Created from Request in order to associate Expense Report to Request and close the encumbrance in Colleague. Includes pre-paid transactions and out-of-pocket expenses.
- P-Card reconciliations: US Bank transactions download to cardholder's account. All (and only) p-card transactions for a statement period are reconciled in one expense report.
- Employee reimbursements: Out-of-pocket expenses only, including mileage.
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Concur Travel and Expense Report Overview
Concur Terminology
Expense Type Object Codes
Expense Report Payment Types
Initial Concur Login Checklist
Profile Settings:
- Updating Your Travel Profile video - Interfaces with Concur Travel Store for TSA info and airline mileage accounts. Be sure to Verify Your Email Address in order to receive emailed receipts.
- Assigning a Delegate video - a delegate can act on your behalf to enter expense reports and requests and/or preview approvals. Usually administrative assistants.
- Acting as a Delegate SJE video - How to enter expense reports or requests on behalf of another, working in their Concur account.
