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Approve an Expense Report in Concur How-To

This material covers the process for approving an expense report 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 for this login. […]

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Delete, Correct, and Resubmit an Expense Report How-To

This material covers the process for deleting, correcting and resubmitting and expense report 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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Request Change to an Existing PCard/Travel Card How-To

This material covers instructions for submitting a change to an existing PCard or Travel Card 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 […]

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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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Edit Expense Report Details How-To

This material covers how to access reports and how to add a report header in Concur, along with updating the expense type and reason for purchase. 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 […]

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New PCard Cardholder (All Courses)

This series of online courses are required for all new PCard Cardholders before a card will be issued. 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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Course #1: PCard Policies and Procedures

This course provides an overview of Purchasing Card (PCard) policy and procedures. 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. If […]

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Course #2: Introduction to Concur for PCard

This course provides an overview of Purchasing Card (PCard) including cycle dates, terminology, and steps in the transaction review and reconciliation process 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 […]

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