Archives: News

Wednesday, July 26, 2023

Updates to the mobile SAP Concur App

You may have noticed an updated look/feel in the mobile SAP Concur Travel and Expense Reimbursement App. A couple improvements have also been made. Delegates can now act as another user within the app to create expenses. This means that delegates can now take photos and attach receipts to expense lines using the app.... More

Wednesday, December 14, 2022

Independent Contractor Tip #3: Indemnification Form

Once a worker has been determined to be self-employed (i.e. an independent contractor), eShop will prompt you by email to complete a ‘Confirmation of Information and Indemnification Agreement’ form. This form must be completed and signed by both the hiring manager and the independent contractor and emailed to Accounts.Payable@carleton.ca PRIOR... More

Monday, December 5, 2022

Independent Contractor Tip #2: New & Improved Questionnaire!

An Independent Contractor Questionnaire must be submitted through eShop before a contract is signed or work begins.  Accounts Payable uses this questionnaire to determine whether a worker is a Carleton employee or a self-employed individual (i.e. independent contractor).  Time Saving Tip: Always check whether an independent contractor is already... More

Monday, November 28, 2022

Independent Contractor Tip #1: Employee or Independent Contractor?

Carleton University’s Accounts Payable unit must follow Canada Revenue Agency (CRA) guidelines when determining whether a worker is either a Carleton employee or a self-employed individual (i.e. independent contractor).  The facts of the working relationship as a whole decide the employment status.  An Independent Contractor Questionnaire is... More

Tuesday, October 25, 2022

Save time! Describe the Purpose of Each Expense.

When requesting reimbursement in SAP Concur, save time by describing how each expense relates to either Carleton business or research funding.  This may simplify and expedite the approval process. See step 12 of the ‘Submitting an Expense Report’ how-to sheet for instructions on how to add a comment to each expense line. Questions? Visit... More

Tuesday, October 25, 2022

Save time! Submit Multiple Expenses in One Claim.

When requesting reimbursement in SAP Concur, save time by adding multiple expenses to a single claim.  This will result in only having to enter the overarching information about the expenses once.  It may also simplify and expedite the approval process. See step 11 of the ‘Submitting an Expense Report’ how-to sheet for instructions on... More

Wednesday, March 9, 2022

Infrequent Travelers

As University restrictions around travel ease, please be reminded that the Travel and Related Expenses policy requires “infrequent travelers” (defined as two or less trips per year) to obtain pre-approval from their one-up/supervisor prior to making travel arrangements.  Submit proof of pre-approval with your claim in the SAP Concur Travel... More

Wednesday, July 14, 2021

SAP Concur Travel and Expense Tip #4: Documentation

The SAP Concur Travel and Expense Reimbursement system has been live for a year. The Financial Information Systems team would like to share some of the common errors we’ve seen and the questions we’ve been asked. Documentation is required to support your report or request.  If documentation is missing or not legible, approvers will... More

Monday, July 5, 2021

SAP Concur Travel and Expense Tip #3: Posting Access is Not Required

The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we’ve seen and the questions we’ve been asked. Wait!  What does ‘posting access is not required’ mean? This means that users can search for and choose from... More

Monday, June 28, 2021

SAP Concur Travel and Expense Tip #2: Default Index

The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we’ve seen and the questions we’ve been asked. An ‘index’ is a short code for the Fund, Org and Program portions of the FOAPAL accounting string.  Most... More

Monday, June 21, 2021

SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step!

The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we’ve seen and the questions we’ve been asked. When folks are starting a new report, there has been some confusion around when to choose ‘Start a Report’... More

Monday, November 23, 2020

New SAP Concur Travel and Expense Reimbursement system is here!

Financial Services is pleased to announce that the roll out of the new SAP Concur Travel and Expense Reimbursement system has now been completed. All new reports for expense reimbursement of out of pocket expenses must be submitted in the new system (https://carleton.ca/concur). Missed your department/faculty’s introduction to the new system? ... More

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