Skip to main content

Training materials

Videos

For claimants [Click here for authoriser section]
play button

Training and help [1.02]

An introduction to how to get training and help on Concur

Play

Your profile [4.22]

Setting up your profile - your delegates, car info and more

Play

Updates from the Expenses team [0.45]

Where to find Expenses team updates

Play

Starting your claim [3.02]

How to begin the claim process

Play

Attaching a receipt [1.04]

How to add a receipt to specific expense items and what to do if it is unavailable

Play

Adding other items to your claim [11.52]

How to go back and add other expense items in to a claim that you have previously started

play_button_1.png

Checking your receipts [0.50]

How to check your receipts

play_button_2.png

Adding extra receipts to a claim [2.47]

Adding additional receipts into a claim that already has one or more attached to it

play_button_3.png

Submitting your claim [1.16]

How to actually submit your claim to the approver

play_button_5.png Adding personal car mileage [2.59]

How to add personal car mileage and adding details of your personal car to the system

play_button_6.png

Adding a hotel stay / meal to an allocation [6.48]

How to add hotel and meals to an allocation, including stays over multiple days

play_button_1.png

Financial regulations [1.46]

About financial regulations

play_button_2.png

Common mistakes and how to avoid them [3.26]

Common mistakes and how to avoid them

play_button_3.png

Playlist

View all the claimant videos above as a YouTube playlist

For authorisers [Click here for claimants section]
play_button_1.png

Do you have claims? [0.28]

How to see if you have any claims to approve

play_button_2.png

Delegate checkers and approvers [2.01]

Using delegated checkers and approvers

play_button_3.png

Delegate checker [1.08]

How to view claims as a delegate checker

play_button_4.png

Receipts [1.18]

Viewing receipts on a claim

play_button_5.png

Exceptions [1.01]

Viewing and checking exceptions

play_button_6.png

Returning claims [0.22]

Sending claims back to the claimant

play_button_1.png

Allocations and cost codes [2.56]

Checking cost codes and the allocation of cost codes

play_button_2.png

Notifying the approver [0.24]

Notifying the approver and cost codes

play_button_3.png

Final checks [1.54]

Doing some final checks from the approver

play_button_4.png

Reviewing claims [0.49]

Looking back at claims you have already approved

play_button_5.png View all the authoriser videos above as a YouTube playlist

Materials