Concur Travel Booking
Date: July 16, 2024 4:18 PM
All Information: https://procurementservices.rutgers.edu/travel-and-expense/concur-travel-and-expense
Table of Contents
Travel
****Before booking travel, you must submit a pre-travel request
Pre-Travel Request:
Tutorial: Creating and Submitting a Request in Concur
- do this ~1-2wks before you need your hotels and airfare to be booked
Quick notes:
Travel Reimbursement Requests
Click ‘Start a Report’
- Fill out your expenses, including receipts and information
- List of what documentation info / receipt types to include for non-per-diem reimbursements: https://rutgers.box.com/s/nqen2xfewdlaydms0c3npirnemcftnra
- Fill in Holmes Lab purchasing codes: https://rutgers.box.com/s/xqh4sogcvlhviyped6mshplyqwrmxy5a
- If you have a pre-approved request in Oracle, and your final expense report that you submit is within 10% of your approved expenses, it will be auto-approved!
Video Tutorials:
- Creating a Travel Request
- Creating a Travel Request (pre-recorded online training session)
- Creating and Editing a Cash Advance
- Adding a Travel Allowance (or Per Diem) to a Pre-trip Request
- Creating an Expense Report
- Adding Expected Expenses
- Working with Available Receipts
- Allocating Expenses
- Itemizing Nightly Lodging Expenses
- Itemizing Expenses
- Entering a Personal Car Mileage Expense
- Adding Attendees to an Expense
- Correcting and Resubmitting an Expense Report
Rutgers-Specific
- Adding an Expense
- Adding a Travel Allowance (Per Diem) to an Expense Report
- Creating and Editing a Cash Advance
Online Webpage Tutorials: Travel & Expense Reports
- Creating a New Expense Report
- Working with Available Receipts
- Activating E-Receipts
- Adding or Deleting a Delegate
- Acting as a Delegate
- Allocating Expenses
- Itemizing Nightly Lodging Expenses
- Itemizing Expenses
- Entering Personal Car Mileage
- Entering Travel Allowance (or per diem)
- Adding Attendees to a Business Expense
- Correcting and Resubmitting an Expense Report
- Viewing Reports
General Concur Tutorials
Webpage Tutorials:
- Concur Expense Management QuickStart Guide
- Concur Expense Management Mobil App QuickStart Guide (Mobile iPhone)
- Adding Banking Information to Oracle Expense
Video Tutorials:
Rutgers Specific
- Intro to Concur (pre-recorded online training session)
- Updating Your Profile (pre-recorded online training session)
- Managing Alerts
- Overview of Managing Expenses
- Using the Mobile Application (pre-recorded online training session)
- Acting as an Approver (pre-recorded online training session)
- Acting as a Delegate (pre-recorded online training session)
General Concur
Reimbursement Tutorials
Video Tutorials: Expense Reports
Rutgers-Specific
- Creating an Expense Report
- Adding an Expense
- Adding Expected Expenses
- Itemizing Expenses
- Correcting and Resubmitting an Expense Report
General Concur
- Reviewing and Approving an Expense ReportWebpage Tutorials: Expense Reports
- Creating a New Expense Report
- Working with Available Receipts
- Activating E-Receipts
- Adding or Deleting a Delegate
- Acting as a Delegate
- Allocating Expenses
- Correcting and Resubmitting an Expense Report
- Viewing Reports
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