- Requesting/Changing Profiles in JIRA
- How-To Sheets
- Frequently Asked Questions
- In-class System Training and Seminars
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 log into SAP Concur: www.carleton.ca/concur
Questions? Email financial.systems@carleton.ca or book a virtual office hour
Requesting/Changing Profiles in JIRA
Visit the Financial Information Systems portal in JIRA to:
- To request that a new profile be created in SAP Concur
- To request changes to your existing SAP Concur profile (e.g. supervisor, index)
- To request that a new claimant be added to a delegate in SAP Concur
- To request that a temporary approver be assigned in SAP Concur
Trouble logging in to JIRA? If you encounter login issues, you can often resolve them by trying one of the following:
- Clear your browser’s cache.
- Use an incognito or private browsing window.
- Switch to a different browser.
If these suggestions don’t resolve the issue, please contact its.service.desk@carleton.ca for assistance.
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: Step 11 outlines how to add travel allowances (commonly called per diems). |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report
(Tip for everyone: Step 3 outlines how to add travel allowances (commonly called per diems). (Tip for delegates: Step 8 shows how to attach a claimant declaration form) |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report when returning an outstanding cash advance | Claimants and Delegates | Desktop Computer |
| Submitting an expense report that includes corporate AMEX charges | All | Desktop Computer |
| Adding multiple documents to an expense report | All | Desktop Computer |
| Changing and/or splitting 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 features to create expense lines for you | Claimants and Delegates | Desktop Computer & Mobile Device |
| ApprovingExpenseReport | Approvers | Desktop Computer |
| Approving a cash advance request | Approvers | Desktop Computer |
Frequently Asked Questions
- When starting a claim in SAP Concur, should I choose ‘Start a Request’ or ‘Start a Report’?
- Avoiding the common reasons for returned report and request claims
- Where can I learn more about per diems?
- Where can I learn more about hospitality/events and working meals?
- Can I save time importing receipts into SAP Concur?
- I’m having a hard time attaching a receipt that was emailed to me. What am I missing?
- What do I do if I’ve lost supporting documentation (e.g. a receipt)?
- As a delegate, what do I do if the claimant has lost supporting documentation (e.g. a receipt)?
- Where should I direct questions or feedback?
- I need a specific account code. Which expense type should I select?
- What should I choose for the affiliation field?
- How do I add mileage to an expense report?
- What is an index?
- As an approver, how do I see which index is being charged?
- How do I view my paid reports?
In-class System Training and Seminars
Check ‘Upcoming FACTS Training’ for hands-on training sessions and seminars.