Resources for completing your claim using Concur Expense
Online resources such as guides and online training can be found at Concur Expense. Assistance is also available by contacting one of the many local power user (PDF).
Need help understanding the approval flow in Concur Expense, refer to the Guide: Setting the Approval Flow for Your Concur Expense Report (PDF).
Members of CUPE 3903 Unit 2 can refer to the Guide: Claiming your PER Expenses in Concur (PDF) for information on accessing your account, scanning and attaching receipts, designating a reviewer and approver for your expense claims, creating and submitting an expense claim including adding expenses to the claim.
Resources for Paper Based Expense Claims
Concur Expense has many built in resources such as automatic currency conversion, mileage calculator, automated calculations and account mapping. When completing a paper based expense claim these calculations must be done manually. To assist you with these tasks the following tools are available:
- Attestation Form (for travel and expense receipts) (PDF)
- Expense Claim Review Checklist (PDF)
- List of Funding Agencies and Related Per Diem Rates (PDF)
- Mileage Log (Excel)
- Meal Rates and Other Travel Allowances (PDF)
- Receipt Itemization and Rebate Calculator Tool (Excel)