Travel and Expense Training Materials
Throughout this Travel and Expense site, you will find job aids, training guides, and video trainings within the context of the area they are related to. These training materials are also provided below. For a complete overview, please review the Concur Travel and Expense Training in ELM, Columbia's Enterprise Learning Management system. Or, for a quick overview, refer to the interactive Concur Navigation Tour. You can also find Concur Tips in the Concur Tips section of this site.
Below is a curated selection of essential Travel and Expense and Concur training material. For a full, searchable library of all training materials related to Travel and Expense and Concur (job aids, videos, training guides, etc.), visit the Columbia Finance Training Library.
Details
- Training
- Concur Profile Quick Guide
- Format
- Description
- This Quick Guide covers the basics of setting up your Concur Profile so that you can immediately begin using Concur to book Travel or submit Expense Reports.
- Training
- Training Guide: Setting up Your Concur Profile for Travel and Expense Users
- Format
- Description
- Update your personal information, departmental information, default ChartFields, and email addresses. In addition, setup travel preferences for air, hotel, or car rental, TSA information, and credit cards. You can name Delegates to prepare Requests and Expense Reports or book travel on your behalf.
- Training
- Training Guide: Setting up Your Concur Profile for Expense (Only) Users
- Format
- Description
- Update your personal information, departmental information, default ChartFields, and email addresses. In addition, you can name Delegates to prepare Requests and Expense Reports on your behalf.
- Training
- Job Aid: Managing Delegates
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- Description
- Name colleagues to act on your behalf in Concur.
- Training
- Job Aid: Updating Your AP Reimbursement Method in PAC
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- Description
- You can view and update the method for how you receive Accounts Payable (AP) Reimbursements for travel and business expenses with this job aid.
- Training
- Job Aid: Setting Up and Installing Concur Mobile, TripIt, and ISOS Apps
- Format
- Description
- Set up and install the Concur Mobile app, TripIt Pro app, and the International SOS (ISOS) app on your phone.
- Training
- Job Aid: Installing the Concur Mobile App
- Format
- Description
- This job aid covers the steps for installing the Concur mobile app on your phone.if you do not need Concur for travel purposes.
- Training
- Job Aid: Connecting Uber and Lyft Apps to Concur
- Format
- Description
- This job aid covers the steps for connecting your Uber and Lyft apps to Concur. By connecting your ride apps, your trip receipts will automatically be sent to Concur Expense and Expense Items will be automatically generated.
- Training
- Job Aid: Setting Up TripIt Pro to Share Trips with Concur
- Format
- Description
- This job aid covers the steps for setting up the TripIt Pro app so that you can share your trip plan with Concur. If you use TripIt Pro for personal travel, this job aid also details the steps on how not to share your trips with Concur or, if a personal trip appears in Concur, how to remove it.
- Training
- Job Aid: Creating an Expense Report Using the Concur Mobile App
- Format
- Description
- This job aid covers the steps for capturing a receipt, creating an Expense Item from the receipt, and adding the Expense to an Expense Report using the Concur mobile app
- Training
- Training Guide: Managing Concur Notifications and Reminders
- Format
- Description
- This training guide summarizes the Travel and Expense related notification and reminder emails you may receive from Concur and World Travel Inc. (WTI) and provides details regarding those that you have the ability to enable/disable.
- Training
- Concur Approvers Quick Guide
- Format
- Description
- This Quick Guide details how Concur Approvers review and approve Expense Reports in Concur.
- Training
- Job Aid: The Concur Approval Workflow
- Format
- Description
- This Job Aid illustrates the Concur Approval Workflow for Expense Reports, Travel/Cash Advance Requests, and PreTrip Requests.
- Training
- Job Aid: Adding an Ad-Hoc Approver into the Concur Approval Workflow
- Format
- Description
- This job aid details how Concur Approvers can insert Ad-Hoc Approvers into the approval workflow for Expense Reports.
- Training
- Job Aid: Viewing Past Concur Expense Reports
- Format
- Description
- This job aid details the steps to view the past Expense Reports that you submitted as a Payee and, if you have a Concur Approver role, the past Expense Reports that you have approved.
- Training
- Concur Expense Report Quick Guide
- Format
- Description
- This Quick Guide details how to create Business and Travel Expense Reports in Concur, adding Expenses to your Report, and submitting it for approval.
- Training
- Job Aid: Creating Expense Reports in Concur
- Format
- Description
- This job aid details how to create Business and Travel Expense Reports in Concur along with adding Expenses to your Report.
- Training
- Receipts and Proof of Payment in Concur
- Format
- Description
- This job aid details all the information and steps you need regarding receipts, proof of payment, and other documentation that may be required when submitting an Expense Report in Concur.
- Training
- Training Guide: Expensing Group Meals in Concur
- Format
- Description
- This training guide covers how to add a group meal to an Expense Report in Concur, exclude tax / tip, and itemize when the meal expense includes alcohol and/or exceeds the policy thresholds.
- Training
- Job Aid: Concur Expense Policy Exception Approval Workflow Requirements
- Format
- Description
- This job aid summarizes the Concur expense policy exception approval requirements and associated workflow for travel and business expenses.
- Training
- Job Aid: Adding a Missing Receipt Declaration to a Concur Expense Item
- Format
- Description
- This job aid demonstrates how to add a Missing Receipt Declaration for those Expense Item missing required receipts.
- Training
- Job Aid: Viewing Past Concur Expense Reports
- Format
- Description
- This job aid details the steps to view the past Expense Reports that you submitted as a Payee and, if you have a Concur Approver role, the past Expense Reports that you have approved.
- Training
- Job Aid: Submitting Pre-Trip and Travel / Cash Advance Requests
- Format
- Description
- This job aid demonstrates the process of creating and submitting Pre-Trip and Travel / Cash Advance Requests.
- Training
- Job Aid: Reconciling Pre-Trip and Travel/Cash Advance Requests in Concur
- Format
- Description
- This job aid demonstrates the process of reconciling pre-trip and travel/cash advance requests in Concur.
- Training
- Concur Refresher Quick Guide
- Format
- Description
- This Refresher Quick Guide reviews the basics of Concur with links to resources where you can get more in-depth training.
- Training
- Job Aid: Using Per Diems on a Travel Expense Report in Concur
- Format
- Description
- This job aid demonstrates how to set up a Travel Expense Report in Concur with an itinerary to receive meal per diems.
- Training
- Job Aid: Itemizing Hotel/Lodging in a Travel Expense Report in Concur
- Format
- Description
- This job aid covers how to itemize hotel/lodging expenses and includes examples of a hotel bill with the same nightly rate and another for when the rate differs from night to night (including a segregated expense for exceeding policy thresholds).
- Training
- Job Aid: Concur Expense Type to ARC Natural Account Mapping
- Format
- Description
- Columbia University uses the Natural Account field in the ARC ChartString structure to describe and classify the type of expense in our General Ledger. Natural Accounts do not need to be entered in Concur as they are derived from the selection of an Expense Type when submitting Requests or Expense Reports.
- Training
- Job Aid: Running Concur Reports for Reporting Managers
- Format
- Description
- The Concur Reporting module allows you to run Columbia specific and Concur standard reports containing travel and expense data for your relevant department.
- Training
- Job Aid: Looking up Concur Transactions in ARC and FDS
- Format
- Description
- This job aid reviews how to search for Concur transactions in ARC, how to run the Trial Balance by Account Detail report in FDS, and provides the ARC Voucher to Concur field mapping.
- Training
- Creating and Submitting a Business Expense Report
- Description
- Use this video demonstration to learn how to create and submit a Business Expense Report in Concur.
- Training
- Creating and Submitting a Travel Expense Report
- Description
- Use this video demonstration to learn how to create and submit a Travel Expense Report in Concur.
- Training
- Reconciling Corporate Card and Columbia Air/Rail Central Pay Transactions in Concur
- Description
- Use this video demonstration to learn how to how to reconcile the Travel and Expense Corporate Card and Columbia Air/Rail Central Pay transactions in Concur.
- Training
- Itemizing Hotel/Lodging in a Travel Expense Report in Concur
- Description
- Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur.
- Training
- Travel Arrangers: Booking Travel for a Guest
- Description
- Use this video demonstration to learn how to book travel for a guest as a Travel Arranger in Concur.
- Training
- Submitting a Pre-Trip Request in Concur
- Description
- Use this video demonstration to learn how to submit a Pre-Trip Travel Request in Concur.
- Training
- Using Concur Travel to Purchase Domestic Air, Hotel, and Rental Car
- Description
- Use this video demonstration to learn how to book domestic flights, hotels, and car rentals in Concur Travel (10 miinutes).
- Training
- Using Concur Travel to Purchase International Air, Hotel, and Rental Car (with Narration)
- Description
- Use this narrated video demonstration to learn how to book an international trip from end to end, including flight, hotel, and car in Concur Travel (15 minutes).
- Training
- Using Per Diems on a Travel Expense Report in Concur
- Description
- Use this video demonstration to learn how to use per diems on a Travel Expense Report in Concur.
- Training
- Job Aid: CUIMC Departmental Cash and Check Deposits FAQ
- Format
- Description
- These Frequently Asked Questions refer to the CUIMC Departmental Cash and Check Deposits process.
- Training
- Job Aid: Making a Deposit Using Your RDC Scanner
- Format
- Description
- This job aid details the steps to make a check deposit using your RDC scanner. After making the deposit using your RDC machine, enter the deposit details in the FinSys/FFE Cash Deposit module.
- Training
- Training Guide: Using ARC Custom Pages to Manage Concur Settings, Defaults, and Approvals
- Format
- Description
- This training guide covers how DAFs can use ARC to manage Concur settings for their School/Departments.
- Training
- Job Aid: Applying for Temporary Concur Access as an Affiliate
- Format
- Description
- This job aid details the steps on how Affiliates can apply for temporary Concur access.