Allocate Expenses How-To
This how-to guide outlines the steps for allocating expenses in Concur, reassigning transactions to different expense types or account codes, and dividing a transaction among multiple chartfields by amount.
Read MoreCourse Topic: Travel Card
New Travel Card Cardholder Course
This course will provide an overview of the Travel Card policy and procedures, including steps for reviewing and reconciling Travel card transactions in Concur. This training is required before the card is issued. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You […]
Read MoreRequest a Change to an Existing PCard/Travel Card Guide
This written guide will explain when and how to request a change to an existing PCard or Travel card.
Read MoreApply for a PCard/Travel Card Guide
This written guide will walk through the steps to apply for a new purchasing card or travel card.
Read MoreAct as a Delegate Guide
This written guide will define the role of a Delegate and walk through the process of acting as another Concur user (cardholder/traveler).
Read MoreAdd Available Expenses to an Expense Report How-To
This material covers how to add Available Expenses, such as Travel Card transactions, to an expense report.
Read MoreNavigating Concur Video
This video covers basic navigation of Concur, including logging in and navigating the various sections of the landing page.
Read More