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Allocate Expenses on an Expense Report How-To

This material covers how to reassign transactions to different expense types or account codes and divide a transaction among multiple chartfields by amount or percentage. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here […]

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Report Sales Tax for a Transaction in Concur How-To

This material covers the steps for reporting sales tax paid on a PCard transaction in Concur. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. DUO Two-Factor Authentication is required […]

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Itemize PCard Transactions How-To

This material will explain how to itemize transactions in PCard expense reports. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. DUO Two-Factor Authentication is required for this login. […]

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Add Attendees to an Expense Report How-To

This material outlines the process for adding attendees to an expense in a Concur. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. DUO Two-Factor Authentication is required for […]

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Edit and Manage PCard Transactions How-To

This material covers how to manage expense reports including choosing expense types, adding receipts, editing expense reports, submitting expense reports. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. […]

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Add an Approver to an Expense Report in Concur How-To

This material covers how to add an approver to an expense report before submitting for approval in Concur. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. DUO Two-Factor […]

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