Access Concur from the Staff tab in Gibson.
Click on the Expense tab to see available expenses. T&E card charges show up as Expenses.
To submit an expense, create a report and add the expense to the report.
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
Business Purpose - choose best fit
Account/Project - Registrar should auto populate at the top
Add the expense to the report.
Click on Expense and click Move and add to existing report.
Choose natural account
Business purpose
Save.
Open the report again, upload receipts, and Save.
Allocate the funding account.
Click Allocate. Dept use is 0000 (unassigned)
Submit report.
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