Resources for the current system are still available!

We are committed to offering a wide variety of tools, support and training to help you get started with the new 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

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 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 Claimants and Delegates Desktop Computer
Missing Receipt … coming soon!
Checking the Status of your Expense or Request Report Claimants and Delegates Desktop Computer
Signing up for the SAP Concur Mobile App Claimants and Approvers Mobile Device
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.


Documentation

Coming Soon!