Procedures for the tasks you perform in cge are provided in a twocolumn format. Includes the travel wizard for travel searches, alerts for unused ticket availability and profile expiration notices. Below are downloadable instructional pdfs for concur travel and concur expense. A user manual and training sessions are also available for a complete education of our booking engine. If you are managing travel for someone else or you need to update someones profile, there are a couple steps you need to know. Use the international travel section to identify your international travel information. Below are training resources for managing travel and non travel expense activities creating an expense report, adding expenses, attaching receipts, allocating, itemizing and submitting a report to learn about travel activities acting as a travel assistantdelegate, submitting a travel request, and booking travel visit the sap concur travel page. How can i update my sap concur travel profile with my loyalty accounts and travel preferences. In the administer for another user field, type the first few letters of the user s name.
Any other trademarks and service marks are the property of their respective owners. Concur expense user guide michigan state university. There are several save buttons on the profile page. Employees can remain productive whilst travelling and managers can easily track every pound spent. Concur travel user uide concur travel user guidepage.
Use the assistants and travel arrangers section to identify your travel arrangers. Sap concur integrates expense reporting with a complete travel booking solution. Even though concur can only be used to book domestic travel, this section is used by christopherson business travel to obtain your passport and visa information when needed. Concur first time users guide access concur through mykohls single signon 1. You will find easy stepbystep guides, videos and phone contacts to assist with travel requests, booking travel and completing expense reports. These guides are available in two formats downloadable pdfs and howto videos. The concur mobile app allows for you to manage your travel expenses while on the move. Sap concur technologies version 1 fordham homepage. How to book a trip in concur air, car and hotel how to add a car or hotel to an existing reservation. From here, please follow the concur expense directions, which are listed in the concur expense manual.
The information contained within the user guide is for guidance and correct as. Use the travel profile options to set or change your personal travel preferences and settings. New managing bank information for concur effective 52819. Concur first time users guide travel and transport.
Creating a concur profile via a self registration link. Concur firsttime users university financial services. Traveler user all uo employees with a payroll record including student employees and graduate fellows, set up in a nightly automatic feed from banner. If you are an sap concur user seeking support, please log into your concur. Defense travel management office 4 sap concur quick start guide for travel managers note. Review and make changes to the authorization for a trip.
Follow the instructions for concur mobile on your screen. Also allows for the electronic processing of individual concur travel card transactions. Some of the options you see here may not be available to you. If the following exception comes up, just click next again.
The seat assignment will populate under seat selection. Selection of funding source car hotel taxi fright status feght intelligence re rting administration travel reports 1 company travel invoice details 2 user concur travel history flight detail 4 car rental receipt details s concur adoption all segment types 6 car rental summary 7 car rental details air adoption by month. Allows you to search for flights, hotel and rental car by clicking all that apply for your trip. Instructional guides have been developed to help in using concur for booking travel, creating expense reports, approving expense reports and tracking payments.
For international travel, entering passport or international visa information ahead of time will allow it to be available when using concur world travel to book travel. This will now generate a report in the expense module of concur. Sap concur disclaims any warranties, express or implied. This user guide is intended to show how to perform tasks as an expense approver. Java project tutorial make login and register form step by step using netbeans and mysql. To join this group, please confirm that the verified email you use for community is the same that is use for logging in to concur solutions. Log in using concur, the universitys new travel and expense software. The user adoption is very good in fact, all of our users enjoy using the system.
Concur expense user guide rochester city school district. Be sure to take into consideration that ticket prices may increase if the. A travel request cannot be submitted without a valid budget code. If you are an sap concur user seeking support, please log into your concur system, click on help, then click on. This can cause users to receive concur emails when any of those travelers have activity in concur. If the approver objects to the amount, the approver can return the request to the user with a comment. Managing profiles and travel in concur managing profiles and booking travel for your travelers in the concur online booking tool is simple.
User guide expense approver an expense approver is a supervisor, manager, or a delegate who has the permission in sap concur to approve travel expense workflow. Concur user guide voyage daffaires, business travel. Hurley travel experts online travel system login travel center profile options airrail search. Users will access concur through my sac state homepage via single sign on sso. Make sure to enter all the information for the first day of travel all fields that are red must be answered a. Concur travel user guide page 1 of 12 concur travel user guide using the wizard in this sample, we will use the wizard to book a flight, car, and hotel. Concur user guide 5 updating personal information to update your personal information, click profile in the top right of the page then select profile settings. Travel and expense quickstart guide the above products and the information contained in this document are subject to change without notice. Travel representatives delegates can work in concur on behalf of travelers. The sap concur mobile app is a simple, secure tool that lets you manage expenses, travel, and invoices from your smartphone. Concur request user guide michigan state university. How to finalize a reservation to avoid cancellation. Concur travel user uide 12b concur travel user guidepage. Not all profile settings are detailed in this guide.
Using sap concur expenses baylor college of medicine. The university of cincinnatis central travel resources department is here to help guide you through a worryfree trip. Travel and expense management i sap concur solutions. Manage your travel and expenses with the sap concur app. Each job aid includes simple stepbystep instructions for specific processes within the concurgov system. F i r s t l e v e l o n l i n e s u p p o r t a g e n t m a n u a l 3 logging in to concur to log in to the concur online booking tool, first navigate to the ctm portal page for your.
Quick reference guide for concur travel and expense user. This guide is intended to assist an employee navigate the sap concur home page and complete an initial set up their profile. Training reference material concur travel and expense project. They can also elect to receive email notifications that are intended for the traveler. In this section, you can enter the travel itinerary and estimated cost information related to your trip for air, hotel, rental car and rail. An online booking tool tailored specifically to your travel policies and preferred vendors, and with robust reporting, sap concur makes managing your travel program easier. Search flights to search for flights, enter the city name or airport codes in the departure city and arrival city fields. Travelers cannot begin booking a trip until the required fields in the travel profile. This is a space designed for sap concur administrators only. Concur instructional guides home business services. You will fill in the departure city, arrival city, departure dates and times. Any communications from the concur travel management system will be sent to your uwa email address. These guides have been updated to reflect the new user interface. Click on the desired available seat and it will put an icon the on the selected seat.
The system offers flexibility of 247 business and personal leisure travel arrangements. Navigate to the travel area and clicking on the concur link. Customer learning concur expense management, travel. Concur user essentials with thanks to calleen roper, fcrr table. Concur integrates trip approval, expense reporting, and a complete travel booking solution. The purpose of the collection is to establish a comprehensive travel services system which enables travel service providers to authorize, issue, and account for travel and travel reimbursements provided to. C o n c u r u s e r m a n u a l 36 managing profiles and travel in concur managing profiles and booking travel for your travelers in the concur online booking tool is simple. Stepbystep guide updating your profile in the concur travel. User s date of birth will be masked after editing it.
It also allows you to take a photo of your receipt which uploads into your concur account. Connect with your fellow admins and learn from their insights. If the budget code is not known, it should be provided by the department manager. Click to view the seat map on all flights b seat legend. Customer learning concur expense management, travel and. In an open expense report, user can click report details and then manage travel allowance. For assistance using the travel booking tool within concur travel, customers of the user support desk can reach out to sap concur support via the support portal, where the appropriate number will be listed. Once exported, the expense will show up in concur in the same area where credit card charges show up for import onto a report. Most usf travel requirements are based, either directly or indirectly, on the provisions of 112.
Keep the following in mind the wizard is configurable. Concur is a webbased tool that allows for automation of the travel request, booking and expense reporting of campus business travel. F i r s t l e v e l o n l i n e s u p p o r t a g e n t m a n u a l 1 concur user manual concur 1. Go to the travel travel tab at the top and then tools tools 3. Concur is uks online travel reservation system, administered by our lead agency aaa corporate travel. If you are a travel arranger and you want to change the profile of one of your users. Select the appropriate user from the search results. This quickstart user manual serves as an endtoend user guide for federal travelers using cge to book and expense travel. Training reference material concur travel and expense. Guest traveler user users who do not have a uo payroll record, but are traveling for uo business or as participants participant support. Travel and expense management get a clear, complete view into spend to cut costs, be more efficient, and drive compliance across your organisation. Concur expense management, travel and invoice software.
In other words, you wont necessarily be able to accomplish every task listed for an assigned role. Concur can book airline tickets, hotel and rental car reservations, and some rail reservations. April 3, 2020 defense travel management office dtmo. Concur user essentials with thanks to calleen roper, fcrr. Concur travel expense training manual 81716 contacts. Travel expense to submit a travel expense report, a trip number must first be obtained via banner self service. Concur travel demonstration how to book a flight, car and hotel video creating a concur profile upon receiving a welcome email. This comprehensive webbased service provides allthe tools you need to submit a travel request, book travel, create and submit travel requests and expense reports for travel and non travel expenses. Travelers cannot begin booking a trip until the required fields in the travel profile are updated and saved. When the university travel card is used concur will automatically match the card charge to the expense once received so they can. The information requested in the concurgov is collected pursuant to executive order 9397 and chapter 57, title 5 united states code. You may only access another users profile if your company settings allow it. A travel allowance or itinerary needs to be created or selected if claiming per diem or hotel expenses.
For best user experience, concur recommends the use of internet explorer version 10 or later. How can i update my sap concur travel profile with my loyalty accounts and. Depending on your companys configuration, this area in profile may appear even if your company does not use concur travel. Submitting a travel request 1 obtain budget code to fund travel expenses. Additional training materials can be found on the sac state travel webpage. Psc has developed many job aids to assist users with the online travel management system, concurgov.
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