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.

Access the System: https://www.carleton.ca/concur

Account Request Center: https://carleton.ca/travel/account-requests/

Questions? Email financial.systems@carleton.ca or book virtual office hours


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

(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 Claimants and Delegates Desktop Computer
Submitting an expense report

(For delegates: Step 15 shows how to attach a claimant declaration form)

Claimants and Delegates 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 Mobile Device
Approving an expense report Approvers Desktop Computer
Approving a cash advance request Approvers Desktop Computer

Frequently Asked Questions


In-class System Training and Seminars

Travel and Expense Reimbursement 101 (Recording)*

*Recording edit: Purchasing Services is Procurement Services.

Coming in January 2021! Check our ‘Upcoming FACTS Training’ for hands-on training sessions and seminars.