Training and Guides
Role Definitions- Glossary of old to new travel terms
- Concur Acronyms and Travel Terms (PDF, 212 KB)
- Concur System Icons and Definitions (PDF, 277 KB)
- Courses (links below to the CULearn course pages and materials, NetID login required):
Choose your topic
- Logging In and Viewing the Concur Homepage
- Managing Your Profile
- Cornell Documentation:
- Navigating the Profile Options Page
- Completing Personal Information
- Completing Travel Preferences
- Setting Up Delegates
- Adding Credit Cards
- Concur Profile Checklist (PDF, 753 KB)
Cornell Videos:
- Setting Up Your Profile (1 hr., 6 min.) (Updated 3/4/2022)
Concur Videos:
- Acting as a Delegate
- Booking a Trip
- Quick Reference Guides and Resources:
- Cornell Quick Reference Guide for Concur Travelers, Assistants, and Travel Arrangers (PDF, 299 KB) (Updated 9/15/2021)
- Concur Travel Quick Start Guide (DOC, 12.7 MB) – Optional
- Instructions to enable the Outlook Web Application to add reservations to your calendar
- Travel Agent Fees – NetID login required
Cornell-Specific Corporate Travel Planners (CTP) Training Presentations and Videos:
Concur Videos:
- Using Mobile Apps
- Two mobile apps are associated with Concur: Concur Mobile (with integrated ExpenseIt functionality) and TripIt Pro. For information on what each app does, see Using Mobile Apps.
- Using Concur Mobile
- Using ExpenseIt in the Concur App (Electronic Receipt Capture)
- Using TripIt Pro
- Adding Expenses
- Concur Quick Start Guides:
Concur Videos:
- Creating an Expense Report
- Cornell Guides:
Cornell Videos:
- Completing your expense report in Concur (36:33 min)
- Claiming Per Diem for Meal Reimbursement (7 min.) (Updated 9/10/2021)
Concur Videos:
- Creating an Expense Report Based on a Completed Trip (2:09 min.)
- Printing and Submitting an Expense Report (1:23 min.)
- Correcting and Resubmitting an Expense Report (1:26 min.)
- Creating an Expense Report with Fixed Travel Allowances (3:03 min.)
- In Concur, Travel Allowances is a new term that means per diem.
- Creating and Managing Requests
- Note: Not all features will be used; the most common use will be for department pre-trip approval.
- Approving Requests (Supervisors/BI Managers)
- Reviewing and Approving Expense Reports (BSC Processor)
- Adding or Confirming Account Distribution (KFS Org Managers)
- KFS Org Manager Tutorial (Updated 9/10/2021)
- Reporting (Supervisors/BI Managers)