Concur Training

CONCUR 2021-04-23

  • Can book Concur through travel

  • After verifying email

  • Adding receipts to concur

  • Receipt criteria

    • Itemized
    • Last 4 digits of credit card
      • OR credit card statement showing the expense
    • Cannot reimburse state sales tax
      • Seek out business liasion for tax-exempt form
    • Documentation
      • Conference registration wants a schedule-at-a-glance
      • Use receipt dates, not conference dates
    • Keep separate:
      • Travel
      • Dues/fees

  • Concur

    • GSE does not use requests (for pre-approvals)
    • Creating an expense report
      • Report name Proctor, Chris 2021 Description
      • Funding source: State
      • Start-end dates span receipt range
      • Start-end times required; don’t matter
      • Comment ex. grant number
      • Starting address

  • Research foundation

    • RF funds were used to reimburse AERA registrations.
    • Grant reimbursements will also come through RF.
      • Will need to set up direct deposit.

  • Questions answered

    • Is there a deadline for reimbursement?
      • Within the fiscal year
    • Must we use concur for booking travel?
      • LATER
    • Using startup funds or department funds?
      • Add a comment for which accounts to use in the header

  • Questions

    • Local transportation?
      • Future training
    • Can you get an account statement showing fund levels?
      • SIRI? Where we can view our accounts
    • Is there a general tax-exempt form we should have?
      • Kristine will send
    • What works for justification?
      • Proof that the expense actually happened?
      • Proof that the expense is what you say it is?
      • Or that it’s worthwhile?
    • What’s up with Amazon?
      • Submit Amazon purchases, submit an exception report.

  • Concur browser automation…