Department of Entomology

Naming Conventions in Concur

The video linked above shows you the proper naming conventions for your Concur trip.

Creating a Pre-Trip 

This video will show you how to create a pre-trip in Concur.

Creating an Expense Report

This video demonstrate how to create an expense report with an approved pre-trip. The video will also explain how to add T&E card charges into the expense report and how to update the expense type to match the appropriate expense.

Trip Status in Concur

The video linked above shows you how to find the status of your submitted trip, whether it's been approved, in Accounting's queue or paid.

Linking Approved Pre-Trip to Expense Report

The video below shows you how to link your expense report to a pre-trip in the event you did not create a pre-trip before starting your expense report

Personal Vehicle Mileage

The video above shows you how to add mileage onto your expense report when using your personal vehicle to travel for University business.

Travel Expenses Prepaid by PI/Dept

This video will show you how to designate an expense that was pre-paid by the Department. 

Adding Long-Term Fleet rentals

Coming Soon...

Allocating Expenses

This video will walk you through the Allocation steps and how-to add more than one fund onto your expense report. 

Reconciling T&E post date to match transaction date

This video will show you how to update the transaction date to match the expense date in Concur when using your T&E Card. Please note this process is important with meal charges as the amount 'max' per day is $79 (Domestic). If you do not itemize the meal charges, and the charges fall in the wrong date the system will not allow you to submit your expense report as it will think you overspent on a specific date. 
 

Travel Allowance & Per Diem Reduction

This document will show you how to add a Travel Allowance and update your per-diem amounts per day to reflect 'actuals.' Per-Diem is only available while on Foreign travel status or when on a Domestic trip that is 30+ days.

Concur How-To Playlist 

(all videos are courtesy of Jeannette Westbrook at BMPN)