Training materials
Videos
| For claimants [Click here for authoriser section] | |
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Training and help [1.02] An introduction to how to get training and help on Concur |
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Your profile [4.22] Setting up your profile - your delegates, car info and more |
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Updates from the Expenses team [0.45] Where to find Expenses team updates |
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Starting your claim [3.02] How to begin the claim process |
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Attaching a receipt [1.04] How to add a receipt to specific expense items and what to do if it is unavailable |
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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 |
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Checking your receipts [0.50] How to check your receipts |
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Adding extra receipts to a claim [2.47] Adding additional receipts into a claim that already has one or more attached to it |
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Submitting your claim [1.16] How to actually submit your claim to the approver |
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Adding personal car mileage [2.59]
How to add personal car mileage and adding details of your personal car to the system |
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Adding a hotel stay / meal to an allocation [6.48] How to add hotel and meals to an allocation, including stays over multiple days |
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Financial regulations [1.46] About financial regulations |
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Common mistakes and how to avoid them [3.26] Common mistakes and how to avoid them |
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Playlist View all the claimant videos above as a YouTube playlist |
| For authorisers [Click here for claimants section] | |
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Do you have claims? [0.28] How to see if you have any claims to approve |
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Delegate checkers and approvers [2.01] Using delegated checkers and approvers |
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Delegate checker [1.08] How to view claims as a delegate checker |
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Receipts [1.18] Viewing receipts on a claim |
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Exceptions [1.01] Viewing and checking exceptions |
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Returning claims [0.22] Sending claims back to the claimant |
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Allocations and cost codes [2.56] Checking cost codes and the allocation of cost codes |
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Notifying the approver [0.24] Notifying the approver and cost codes |
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Final checks [1.54] Doing some final checks from the approver |
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Reviewing claims [0.49] Looking back at claims you have already approved |
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View all the authoriser videos above as a YouTube playlist |
Materials
| Quick guide to ConcurLink opens in a new window | An overview of Concur | |
| Guide for claimantsLink opens in a new window | How to make expense claims | |
| Guide for ApproversLink opens in a new window | How to approve expense claims | |
| Guide for Heads of DepartmentLink opens in a new window | Your role as a Head of Department | |
| Financial regulationsLink opens in a new window | A link to the University's financial regulations | |
| Expenses teamLink opens in a new window | A link to the expenses team website |