Tools, support and training to help you get started with the SAP Concur Travel and Expense Reimbursement System. Let us know how we’re doing at facts@carleton.ca.
To Access the System: https://www.carleton.ca/concur
To Request an Account (also called ‘Profile’): https://carleton.ca/travel/account-requests/
Questions? Email financial.systems@carleton.ca or a book virtual office hour
How-To Sheets
It may look like a great many how-to sheets, but based on your feedback we’ve purposely kept them short so you can pick and choose by task.
| Topic | Role | Type of Computer |
| Logging into SAP Concur | All | Desktop Computer |
| Switching to a Claimant’s SAP Concur Account | Delegates | Desktop Computer |
| Important Tasks to Complete in Your Profile | All | Desktop Computer |
| Requesting a cash advance request
(Tip for delegates: Step 5 shows how to attach a claimant declaration form) |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report when you already have an outstanding cash advance request
(Tip for everyone: Steps 11-17 outline how to add travel allowances (commonly called per diems). |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report
(Tip for delegates: Step 15 shows how to attach a claimant declaration form) |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report when you have corporate AMEX charges | All | Desktop Computer |
| Adding Multiple Documents to an Expense Report | All | Desktop Computer |
| Changing the Index (i.e. who is paying for the expense/s) | All | Desktop Computer |
| Checking the Status of your Expense or Request Report | Claimants and Delegates | Desktop Computer |
| Logging into the SAP Concur Mobile App | Claimants and Approvers | Mobile Device |
| Creating an Expense Report in the SAP Concur Mobile App | Claimants | Mobile Device |
| Using SAP Concur Optical Character Recognition to Create Expense Lines (Saves time!) | Claimants and Delegates | Mobile Device |
| Approving an expense report | Approvers | Desktop Computer |
| Approving a cash advance request | Approvers | Desktop Computer |
Frequently Asked Questions
- How to PDF documents & a smarter way to get email receipts into SAP Concur
- Misleading, anonymous SAP Concur feedback form
- A list of expense types and related account codes.
- How do I access archived information from the OLD T&E system?
- I am acting on my own behalf and I have lost supporting documentation (e.g. receipt). What do I do?
- I am acting as a delegate and I have lost supporting documentation (e.g. receipt). What do I do?
- What should I choose for the affiliation field?
- What is an index?
- As an approver, how do I see which index is being charged?
- How do I view my paid reports?
- Adding mileage to an expense report
In-class System Training and Seminars
Check ‘Upcoming FACTS Training’ for hands-on training sessions and seminars.
| SAP Concur Sessions | ||
| Travel and Expense Reimbursement 101 | PowerPoint | Recording*
*Recording edit: Purchasing Services is Procurement Services. |
| Approvals | PowerPoint | |
| Acting as a Delegate | PowerPoint |