Gibson > Concur
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Access Concur from the Staff tab in Gibson.
Click on the Expense tab and then Manage ExpensesA charge on to see available expenses. T&E card charges show up as Expense. Need to Expenses.
To submit an expense, create a report and add the expense to the report.
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Don’t submit expense report for conference travel until trip is over. |
To add someone to administer your expenses on your behalf:
Click on Profile > Profile Settings > Expense Delegates > Add
Create a new report.
Report Name - Name_TravelLocation
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Account/Project - Registrar should auto populate at the top
Upload receipt
Add the expense to the report.
Click on Expense and click Move and add to existing report.
Choose natural account
Business purpose
Save
Click back into it and add the receipt and Save
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Open the report again, upload receipts, and Save.
Allocate the funding account.
Click Allocate. Dept use is 0000 (unassigned)
Submit report
Don’t submit expense report for conference travel until trip is over
To add someone to administer your expenses on your account:
Click on Profile > Profile Settings > Expense Delegates > Add.