Accounting Services

To create a favorite or bookmark for this tab,right-click here and choose "Add to Favorites" or "Bookmark this Link" from the popup menu.

Travel Requests

This section contains reference material related to creating travel requests and booking travel using the integrated booking tool.

Quick Reference Cards

The quick reference cards linked below were produced by Purdue Business Systems Training and Communication as aids to using Concur to book travel and create travel requests.

Booking Travel in Concur Travel and Expense

This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense.

Add and Delete Attachment to Travel Request in Concur Travel and Expense

This QRC provides instructions for adding attachments to travel requests in Concur Travel and Expense. Possible attachments include: drive vs. fly comparisons, sponsor approvals, etc.

Change or Cancel a Booked Travel Reservation in Concur Travel and Expense

This QRC provides the steps needed to change or delete a booked travel reservation segment in Concur. To cancel an entire trip see Trip Cancellation in Concur Travel & Expense.

Create and Submit a Travel Request for a $0 Trip in Concur Travel & Expense

This QRC provides the steps for creating a travel request in Concur Travel and Expense for a zero ($0) trip by a traveler or the traveler’s
delegate.

Create and Submit Travel Requests for Trip Booked Outside of Concur Travel and Expense

This QRC provides the steps for creating a travel request in Concur Travel and Expense for travel booked outside of the Concur Travel and Expense system.

Create and Submit Travel Requests in Concur Travel and Expense

This QRC provides the steps for creating a travel request in Concur Travel and Expense by a traveler or the traveler’s delegate. A travel request can ONLY be submitted by the traveler.

Request Cash Advance for Travel in Concur Travel and Expense

Cash advances are available to employees who travel on University business. Employees may use their Purdue Visa Travel card at an ATM for cash advances less than or equal to$500 in a single cycle (approximately 30 days). Individuals who do not have a Purdue Visa Travel card or who need more than $500 must request a cash advance prior to travel via the travel request.

Review and Approve Travel Requests in Concur Travel and Expense

This QRC provides the steps for reviewing and approving travel requests.

Submit Travel Request Prepared By Delegate in Concur Travel and Expense

Use this QRC when submitting a travel request created by a delegate.

Trip Cancellation in Concur Travel and Expense

Use this QRC to cancel an entire trip booked in Concur Travel & Expense.


Travel Request Report

This QRC provides the steps to review travel requests with the Reporting tab in Concur. Reports requirea Cognos license.

Purdue Video Demonstrations

The following video demonstration was produced by Purdue's Business Systems Training and Communications department. It demonstrates features of the Purdue installation of Concur and makes reference to university-specific data, procedures, and policies.  The video contains visual cues and occasional narration.  It presents a significant amount of information and moves from one feature to the next very quickly. Viewers are advised to use the playback buttons on the embedded video player to pause, rewind, and review the video as needed to reinforce learning.

Booking Travel in Concur Travel and Expense

video platform video management video solutionsvideo player


Purdue Concur Web Site

Purdue Travel Web Site


To create a favorite or bookmark for this tab,right-click here and choose "Add to Favorites" or "Bookmark this Link" from the popup menu.

Profile Maintenance

This section contains reference material related to maintenance of a user profile in Concur.

Essential Tasks

The following procedures are essential for all travelers.  The videos are best viewed in full screen mode.

Reviewing Your Name, Phone Numbers, and Email Address

Before you use Concur to make travel reservations, verify that your name, phone numbers and email address are correctly listed in your profile.  The following video demonstrates how.

video platform video management video solutionsvideo player

Activating E-Receipts

In order to get full benefit from your travel card, you need to activate e-receipt functionality in your Concur Profile. The following video demonstrates how to activate e-receipts.

video platform video management video solutionsvideo player

Setting up Your Concur Account for Mobile App Use

Concur has a mobile app that runs on the iPhone, Android, Windows Phone and Blackberry platforms.  Before you can use the app, you must complete mobile registration in your Concur profile.  This video shows you how.

video platform video management video solutionsvideo player

Completing and Editing your Profile

Travelers must verify the information pre-loaded to their profiles and provide accurate contact information.  This QRC covers the same information shown in the video above, plus additional sections of your profile.

Activating E-Receipts in Concur Travel and Expense

E-Receipts must be activated by travelers using the Purdue Visa Travel Card. Travelers with personal cards in their Concur Travel and Expense profiles need to turn off e-receipts for personal cards.

Set up Your Mobile Device for Concur

Set your account up for use with your iOS or Android smartphone.

Delegations

Add, Edit, or Delete Travel Assistants/Arrangers in Concur Travel and Expense

Use this QRC to allow another individual to view and modify your profile or book travel and trips for you. IMPORTANT: YOU MUST ALSO MAKE THE SAME INDIVIDUAL A DELEGATE USING THE FOLLOWING INSTRUCTIONS. DELEGATES CANNOT MAKE RESERVATIONS UNLESS THEY HAVE BOTH ROLES.

Add, Edit, or Delete Delegates in Concur Travel and Expense

Use this QRC to assign delegates to prepare travel requests and expense reports on behalf of a traveler.  IMPORTANT: YOU MUST ALSO MAKE THE SAME INDIVIDUAL A TRAVEL ASSISTANT/ARRANGER FOLLOWING THE PRECEDING INSTRUCTIONS IF YOU WANT THE INDIVIDUAL TO MAKE TRAVEL RESERVATIONS FOR YOU.

Other Profile Tasks

Add, Edit, or Delete Frequent Traveler Programs in Concur Travel and Expense

Use this QRC to manage your frequent traveler rewards programs in your Concur Travel and Expense profile.

Add, Edit, or Delete a Personal Credit Card in Concur Travel & Expense

Travelers using Concur Travel and Expense to book travel arrangements must have a credit card on file in their profiles.  Purdue Visa Travel Cards are loaded automatically.  Travelers without a Purdue Visa Traveler Card and those who prefer to use a personal card must add their card information.

Set Your Email Preferences

Set the types of alerts you receive from the system.

Linking Credit Cards with Your Profile

This QRC shows you how to add a personal credit card to your profile.

Linking Frequent Traveler Programs with Your Profile

Keep earning points on your frequent traveler accounts by adding them to your profile.


Concur Video Demonstration Channel

Purdue Concur Web Site

Purdue Travel Web Site

To create a favorite or bookmark for this tab,right-click here and choose "Add to Favorites" or "Bookmark this Link" from the popup menu.

Expense Reports

This page contains links to quick reference cards (QRCs) and software demonstrations and simulations related to completing expense reports in Concur.

Quick Reference Cards

Complete Expense Report in Concur Travel and Expense

Use this QRC when completing an expense report from an approved travel request in Concur Travel and Expense.

Create a Mileage Only Expense Report in Concur Travel and Expense

Use this QRC when completing a mileage only expense report.

Create and Edit Blanket Travel Expense Report in Concur Travel and Expense

Use this QRC when you are completing a Blanket travel expense report. Blanket travel is defined as any travel that does not include a common carrier ticket (air or train), and does not require a Travel Request or any pre-trip approval or notification.

Submit Expense Report Prepared By Delegate in Concur Travel and Expense

Use this QRC when submitting an expense report created by a delegate

Reconciling ATM Cash Advances

This QRC provides instructions on reconciling cash advances obtained from  Automated Teller Machines (ATM) using the Visa travel card.

Non-ATM Cash Advances

This QRC shows how non-ATM cash advances that are requested by Travel Request are assigned to an expense report.

Understanding Travel Allowances in Concur Travel and Expense

Concur Travel and Expense calculates travel allowances (also known as "fixed meals", "subsistence", or "per diem") automatically based on the creation of an itinerary.

For Approvers:

Review and Approve an Expense Report in Concur Travel & Expense

Purdue Video Demonstration

The following video was produced by Purdue's Business Systems Training and Communication team.  It was executed in the Concur Training environment.  It uses visual cues and narration.  The video demonstrates features unique to Purdue's installation of Concur Travel and Expense.  It covers a large number of features and moves from one feature to next very quickly.  Viewers are advised to use the playback buttons on the embedded video player to pause and rewind the video to ensure leaning.

video platform video management video solutionsvideo player

Concur Interactive Demonstration

The link below takes you to Concur's web site and an interactive demonstrations of Concur Expense Report preparation.  Some viewers my find the pace of these videos easier to follow and understand.  While not identical to the version at Purdue, the videos demonstrate many common features and are recommended to reinforce learning.

Demonstration of Concur Expense

Creating a New Expense Report (with both smart receipts and out-of-pocket expenses)

Creating a New Expense Report with Out-of-pocket Expenses

Working with Receipt Store

Itemizing a Nightly Lodging Expense

Adding Attendees to a Business Meal

Allocating Expenses

Itemizing Expenses

Converting Foreign Currency

Entering Personal Car Mileage

Correcting and Resubmitting an Expense Report

Reviewing and Approving an Expense Report (includes sending back an expense report to an employee for correction)

Acting as a Delegate

Creating an Expense Report with Fixed Travel Allowances

Creating an Expense Report with Reimbursable Travel Allowances 

Working with Cash Advances


Purdue Concur Web Site

Purdue Travel Web Site

To create a favorite or bookmark for this tab,right-click here and choose "Add to Favorites" or "Bookmark this Link" from the popup menu.

Travel Cards

This section contains reference material related to the university travel card.

General Information

General User Information

Business Processes

Request a Permanent Change Cycle Limits of a Purdue Visa Travel Card

Follow this process to change the cycle limits of a Purdue Visa Travel Card (T-Card) for more than 60 days. NOTE: Cycle limits may be lowered to protect the card from fraud, or it may be increased to accommodate the cardholder while in travel status. Increases may be requested on a permanent or temporary basis. Changes take effect within 24 hours of the request.

Appendix T Request for Change to Travel Card

Change Cycle Limits of a Purdue Visa Travel Card - Temporary

Follow this process to change the cycle limits of a Purdue Visa travel card (T-Card) for up to 60 days. NOTE: Cycle limits may be lowered to protect the T-Card from fraud or increased to accommodate the cardholder while in travel status. Increases may be requested on a permanent or temporary basis. Changes take effect within 24 hours of the request.

PCard/TCard Temporary Increase Request

Disputing Erroneous or Fraudulent Charges on the Purdue Visa Travel Card

Erroneous charges are incorrect charges to your Purdue Visa Travel Card. Most erroneous charges are resolved directly with the merchant. Fraudulent charges are those the cardholder did not make and must be reported to JP Morgan Chase.

Documentation and Forms

Purdue University Visa Travel Card Manual

Appendix N:  Purdue University Visa Travel Card Agreement/Application and Financial Liability Agreement

Appendix S:  Best Practices for Cardholders

Appendix T:  Request for Change to Travel Card 

Quick Reference Cards

Activate Purdue Visa Travel Card and Set PIN in Concur® Travel and Expense

Purdue Visa Travel Cards (T-Cards) must be activated prior to use. A personal identification number (PIN) must be created to use the T-Card at ATMs for cash advances.

Mobile Apps

Smartphone Guides and Mobile FAQs

FAQs for Mobile Users

Concur Mobile App Guide for iPhone

Concur Mobile App Guide for iPad

Concur Mobile App Guide for Android

Concur Mobile App Guide for Blackberry

Video Demonstrations

The links below contain video demonstrations of the Concur Mobile apps on different platforms.  These videos were produced by Concur.

Using Concur for Mobile Devices - iPhone

Using Concur for Mobile Devices - iPad

Using Concur for Mobile Devices - Blackberry

Using Concur for Mobile Devices - Android


Purdue Concur Web Site

Purdue Travel Web Site