{"id":2990,"date":"2015-01-29T12:07:41","date_gmt":"2015-01-29T17:07:41","guid":{"rendered":"http:\/\/carleton.ca\/facts\/?page_id=2990"},"modified":"2026-01-27T17:06:48","modified_gmt":"2026-01-27T22:06:48","slug":"travel","status":"publish","type":"page","link":"https:\/\/carleton.ca\/facts\/travel\/","title":{"rendered":"SAP Concur Travel and Expense Reimbursement"},"content":{"rendered":"<p>Tools, support and training to help you get started with the SAP Concur Travel and Expense Reimbursement System.\u00a0 Let us know how we\u2019re doing at <a href=\"&#109;&#97;&#x69;l&#116;&#x6f;&#x3a;f&#97;&#x63;&#x74;s&#64;&#x63;a&#114;&#x6c;&#x65;t&#111;&#x6e;&#x2e;c&#97;\">&#x66;&#x61;&#99;&#116;&#115;&#64;&#x63;&#x61;&#x72;&#108;&#101;to&#x6e;&#x2e;&#x63;&#97;<\/a>.<\/p>\n<p><strong>To log into SAP Concur:<\/strong> <a href=\"https:\/\/www.carleton.ca\/concur\" target=\"_blank\" rel=\"noopener noreferrer\">www.carleton.ca\/concur<\/a><\/p>\n<p><strong>Questions?<\/strong>\u00a0Email <a href=\"&#109;&#x61;i&#x6c;t&#111;&#x3a;&#102;&#x69;n&#97;&#x6e;&#99;&#x69;a&#x6c;&#x2e;&#115;&#x79;s&#x74;e&#109;&#x73;&#64;&#x63;a&#114;&#x6c;&#101;&#x74;o&#110;&#x2e;&#99;&#x61;\">financ&#105;&#97;&#108;&#46;&#115;&#121;&#115;&#x74;&#x65;&#x6d;&#x73;&#x40;&#x63;&#x61;&#x72;&#x6c;&#x65;&#x74;&#x6f;n&#46;ca<\/a> or <a href=\"https:&#x2f;&#47;&#x6f;&#117;t&#x6c;&#111;o&#x6b;&#46;&#x6f;&#x66;f&#x69;&#99;e&#x33;&#54;&#x35;&#x2e;c&#x6f;&#109;\/&#x6f;&#119;a&#x2f;&#99;&#x61;&#108;e&#x6e;&#100;a&#x72;&#47;&#x43;&#x61;r&#x6c;&#101;t&#x6f;&#110;&#x55;&#x6e;i&#x76;&#101;r&#x73;&#105;t&#x79;&#54;&#x40;&#99;m&#x61;&#105;l&#x2e;&#99;&#x61;&#x72;l&#x65;&#116;o&#x6e;&#46;&#x63;&#x61;\/bookings\/\" target=\"_blank\" rel=\"noopener noreferrer\">book a virtual office hour<\/a><\/p>\n<h3>Requesting\/Changing Profiles in JIRA<\/h3>\n<p><a href=\"https:\/\/itsjira.carleton.ca\/servicedesk\/customer\/portal\/19\/group\/146\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Visit the Financial Information Systems portal in JIRA<\/strong><\/a><strong> to:<\/strong><\/p>\n<ul>\n<li>To request that a new profile be created in SAP Concur<\/li>\n<li>To request changes to your existing SAP Concur profile (e.g. supervisor, index)<\/li>\n<li>To request that a new claimant be added to a delegate in SAP Concur<\/li>\n<li>To request that a temporary approver be assigned in SAP Concur<\/li>\n<\/ul>\n<p style=\"padding-left: 80px; margin-bottom: 0;\"><em><strong>Trouble logging in to JIRA?<\/strong> If you encounter login issues, you can often resolve them by trying one of the following:<\/em><\/p>\n<ul style=\"padding-left: 120px; margin-top: 0;\">\n<li><em>Clear your browser&#8217;s cache.<\/em><\/li>\n<li><em>Use an incognito or private browsing window.<\/em><\/li>\n<li><em>Switch to a different browser.<\/em><\/li>\n<\/ul>\n<p style=\"padding-left: 80px; margin-top: 0;\"><em>If these suggestions don\u2019t resolve the issue, please contact <a href=\"&#x6d;&#97;&#x69;&#x6c;&#116;&#x6f;&#x3a;&#105;&#x74;&#x73;&#46;&#x73;&#x65;r&#x76;&#x69;c&#x65;&#46;d&#x65;&#115;k&#x40;&#99;a&#x72;&#108;e&#x74;&#111;n&#x2e;&#99;a\">it&#115;&#46;&#x73;&#x65;&#x72;&#x76;ic&#101;&#46;&#x64;&#x65;&#x73;&#x6b;&#64;c&#97;&#114;&#108;&#x65;&#x74;&#x6f;&#x6e;&#46;c&#97;<\/a> for assistance.<\/em><\/p>\n<hr \/>\n<h3>How-To Sheets<\/h3>\n<p>SAP Concur is implementing ongoing improvements to its user interface.\u00a0 We update our documentation once a month.\u00a0 If you find that the instructions differ from what you see on your screen, reach out to <a href=\"&#109;&#x61;&#x69;&#108;&#x74;&#x6f;&#58;&#x66;&#x69;&#110;&#x61;&#x6e;&#99;&#x69;&#x61;&#108;&#x2e;&#x73;&#121;&#x73;&#x74;&#101;&#x6d;&#x73;&#64;&#x63;&#x61;r&#x6c;&#x65;t&#x6f;&#x6e;&#46;&#99;&#x61;\">&#x66;&#105;&#110;a&#x6e;&#x63;&#105;a&#x6c;&#x2e;&#115;ys&#x74;&#101;&#109;s&#x40;&#x63;&#97;r&#x6c;&#x65;&#116;&#111;n&#x2e;&#x63;&#97;<\/a> for help.<\/p>\n<table style=\"width: 97.8223%; height: 600px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><strong>Topic<\/strong><\/td>\n<td style=\"width: 16.85%; height: 24px;\"><strong>Role<\/strong><\/td>\n<td style=\"width: 42.9671%; height: 24px;\"><strong>Type of\u00a0<\/strong><b>Computer<\/b><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/LoggingIntoSAPConcurDesktop.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Logging into SAP Concur<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/SwitchingProfiles.pdf\" target=\"_blank\" rel=\"noopener\">Switching to a claimant&#8217;s SAP Concur account<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Delegates<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Profile.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Important tasks to complete in your profile<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 64.2218%;\">Using available tools to make travel easier and safer (coming soon!)<\/td>\n<td style=\"width: 16.85%;\"><\/td>\n<td style=\"width: 42.9671%;\"><\/td>\n<\/tr>\n<tr style=\"height: 96px;\">\n<td style=\"width: 64.2218%; height: 96px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/RequestingCashAdvance.pdf\" target=\"_blank\" rel=\"noopener\">Requesting a cash advance request<\/a><\/p>\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for delegates:<\/strong> Step 5 shows how to attach a claimant declaration form)<\/em><\/p>\n<\/td>\n<td style=\"width: 16.85%; height: 96px;\">Claimants and Delegates<\/td>\n<td style=\"width: 42.9671%; height: 96px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ExpenseReportWOutstandingRequest.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report when you already have an outstanding cash advance request<\/a><\/p>\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for everyone<\/strong>: Step 11 outlines how to add travel allowances (commonly called <strong>per diems<\/strong>).<\/em><\/p>\n<\/td>\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 96px;\">\n<td style=\"width: 64.2218%; height: 96px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ExpenseReport.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report<\/a><\/p>\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for everyone<\/strong>: Step 3 outlines how to add travel allowances (commonly called <strong>per diems<\/strong>).<\/em><\/p>\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for delegates:<\/strong> Step 8 shows how to attach a claimant declaration form)<\/em><\/p>\n<\/td>\n<td style=\"width: 16.85%; height: 96px;\">Claimants and Delegates<\/td>\n<td style=\"width: 42.9671%; height: 96px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ReturningOutstandingCashAdvance.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report when returning an outstanding cash advance<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/AMEXCharges.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report that includes corporate AMEX charges<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/AddingMultipleDocuments.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Adding multiple documents to an expense report<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ChangingIndex.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Changing and\/or splitting the index (i.e. who is paying for the expense\/s)<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ConcurStatus.pdf\" target=\"_blank\" rel=\"noopener\">Checking the status of your expense or request report<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/LoggingIntoApp.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Logging into the SAP Concur mobile app<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Approvers<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Mobile Device<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/APPExpenseReport.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Creating an expense report in the SAP Concur mobile app<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Claimants<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Mobile Device<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/OCRExpenseLines.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Using SAP Concur features to create expense lines for you<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer &amp; Mobile Device<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><\/td>\n<td style=\"width: 16.85%; height: 24px;\"><\/td>\n<td style=\"width: 42.9671%; height: 24px;\"><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ApprovingExpenseReport.pdf\" target=\"_blank\" rel=\"noopener\">ApprovingExpenseReport<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Approvers<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ApprovingCashAdvanceRequest.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Approving a cash advance request<\/a><\/td>\n<td style=\"width: 16.85%; height: 24px;\">Approvers<\/td>\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 64.2218%; height: 24px;\"><\/td>\n<td style=\"width: 16.85%; height: 24px;\"><\/td>\n<td style=\"width: 42.9671%; height: 24px;\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h3>Frequently Asked Questions<\/h3>\n<ul>\n<li><a href=\"https:\/\/carleton.ca\/facts\/request-or-report\/\">When starting a claim in SAP Concur, should I choose \u2018Create Request\u2019 or \u2018Create Expense Report\u2019?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/common-reasons-for-returned-claims\/\">Avoiding the common reasons for returned report and request claims<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/glossary\/p\/per-diems\/\">Where can I learn more about per diems?<\/a><\/li>\n<li>Where can I learn more about <a href=\"https:\/\/carleton.ca\/facts\/glossary\/h\/hospitality-2\/\">hospitality\/events<\/a> and <a href=\"https:\/\/carleton.ca\/facts\/glossary\/w\/working-meals\/\">working meals<\/a>?<\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/can-i-save-time-importing-receipts-into-sap-concur\/\" target=\"_blank\" rel=\"noopener noreferrer\">Can I save time importing receipts into SAP Concur?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/attaching-email-receipts\/\" target=\"_blank\" rel=\"noopener noreferrer\">I&#8217;m having a hard time attaching a receipt that was emailed to me.\u00a0 What am I missing?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/lost-supporting-documentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">What do I do if I\u2019ve lost supporting documentation (e.g. a receipt)?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/as-a-delegate-lost-supporting-documentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">As a delegate, what do I do if the claimant has lost supporting documentation (e.g. a receipt)?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/questions-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">Where should I direct questions or feedback?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/expense-types-and-related-account-codes\/\" target=\"_blank\" rel=\"noopener noreferrer\">I need a specific account code.\u00a0 Which expense type should I select?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/affiliation-field\/\" target=\"_blank\" rel=\"noopener noreferrer\">What should I choose for the affiliation field?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/mileage\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I add mileage to an expense report?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/index\/\" target=\"_blank\" rel=\"noopener noreferrer\">What is an index?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/as-an-approver-how-do-i-see-which-index-is-being-charged\/\" target=\"_blank\" rel=\"noopener noreferrer\">As an approver, how do I see which index is being charged?<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/view-paid-reports\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I view my paid reports?<\/a><\/li>\n<\/ul>\n<hr \/>\n<h3>In-class System Training and Seminars<\/h3>\n<p>Check <a href=\"http:\/\/www.carleton.ca\/facts\/cu-events\/\">&#8216;Upcoming FACTS Training&#8217;<\/a> for hands-on training sessions and seminars.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tools, support and training to help you get started with the SAP Concur Travel and Expense Reimbursement System.\u00a0 Let us know how we\u2019re doing at &#x66;&#97;c&#x74;&#115;&#64;&#x63;&#x61;&#114;l&#x65;&#116;o&#x6e;&#x2e;&#99;a. To log into SAP Concur: www.carleton.ca\/concur Questions?\u00a0Email &#x66;&#105;n&#x61;&#110;c&#x69;&#97;l&#x2e;&#115;y&#x73;&#116;e&#x6d;&#x73;&#64;&#x63;&#x61;&#114;&#x6c;&#x65;&#116;&#x6f;&#x6e;&#46;c&#x61; or book a virtual office hour Requesting\/Changing Profiles in JIRA Visit the Financial Information Systems portal in JIRA to: To request [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Travel and Expense Reimbursement System<\/title>\n<meta name=\"description\" content=\"Describes what the travel and expense reimbursement system is. Outlines the tools available for staff, administrators and faculty to teach themselves.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/carleton.ca\/facts\/travel\/\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/carleton.ca\/facts\/travel\/\",\"url\":\"https:\/\/carleton.ca\/facts\/travel\/\",\"name\":\"Travel and Expense Reimbursement System\",\"isPartOf\":{\"@id\":\"https:\/\/carleton.ca\/facts\/#website\"},\"datePublished\":\"2015-01-29T17:07:41+00:00\",\"dateModified\":\"2026-01-27T22:06:48+00:00\",\"description\":\"Describes what the travel and expense reimbursement system is. 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Outlines the tools available for staff, administrators and faculty to teach themselves.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/carleton.ca\/facts\/travel\/","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/carleton.ca\/facts\/travel\/","url":"https:\/\/carleton.ca\/facts\/travel\/","name":"Travel and Expense Reimbursement System","isPartOf":{"@id":"https:\/\/carleton.ca\/facts\/#website"},"datePublished":"2015-01-29T17:07:41+00:00","dateModified":"2026-01-27T22:06:48+00:00","description":"Describes what the travel and expense reimbursement system is. 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name=search_term_string"}],"inLanguage":"en-US"}]}},"acf":{"banner_image_type":"none","banner_button":"no","banner_buttons":[{"button_text":"The New System Is Here","button_link_type":"external","button_page_link":{"ID":2990,"post_author":"12","post_date":"2015-01-29 12:07:41","post_date_gmt":"2015-01-29 17:07:41","post_content":"Tools, support and training to help you get started with the SAP Concur Travel and Expense Reimbursement System.\u00a0 Let us know how we\u2019re doing at <a href=\"mailto:facts@carleton.ca\">facts@carleton.ca<\/a>.\r\n\r\n<strong>To log into SAP Concur:<\/strong> <a href=\"https:\/\/www.carleton.ca\/concur\" target=\"_blank\" rel=\"noopener noreferrer\">www.carleton.ca\/concur<\/a>\r\n\r\n<strong>Questions?<\/strong>\u00a0Email <a href=\"mailto:financial.systems@carleton.ca\">financial.systems@carleton.ca<\/a> or <a href=\"https:\/\/outlook.office365.com\/owa\/calendar\/CarletonUniversity6@cmail.carleton.ca\/bookings\/\" target=\"_blank\" rel=\"noopener noreferrer\">book a virtual office hour<\/a>\r\n<h3>Requesting\/Changing Profiles in JIRA<\/h3>\r\n<a href=\"https:\/\/itsjira.carleton.ca\/servicedesk\/customer\/portal\/19\/group\/146\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Visit the Financial Information Systems portal in JIRA<\/strong><\/a><strong> to:<\/strong>\r\n<ul>\r\n \t<li>To request that a new profile be created in SAP Concur<\/li>\r\n \t<li>To request changes to your existing SAP Concur profile (e.g. supervisor, index)<\/li>\r\n \t<li>To request that a new claimant be added to a delegate in SAP Concur<\/li>\r\n \t<li>To request that a temporary approver be assigned in SAP Concur<\/li>\r\n<\/ul>\r\n<p style=\"padding-left: 80px; margin-bottom: 0;\"><em><strong>Trouble logging in to JIRA?<\/strong> If you encounter login issues, you can often resolve them by trying one of the following:<\/em><\/p>\r\n\r\n<ul style=\"padding-left: 120px; margin-top: 0;\">\r\n \t<li><em>Clear your browser's cache.<\/em><\/li>\r\n \t<li><em>Use an incognito or private browsing window.<\/em><\/li>\r\n \t<li><em>Switch to a different browser.<\/em><\/li>\r\n<\/ul>\r\n<p style=\"padding-left: 80px; margin-top: 0;\"><em>If these suggestions don\u2019t resolve the issue, please contact <a href=\"mailto:its.service.desk@carleton.ca\">its.service.desk@carleton.ca<\/a> for assistance.<\/em><\/p>\r\n\r\n\r\n<hr \/>\r\n\r\n<h3>How-To Sheets<\/h3>\r\nSAP Concur is implementing ongoing improvements to its user interface.\u00a0 We update our documentation once a month.\u00a0 If you find that the instructions differ from what you see on your screen, reach out to <a href=\"mailto:financial.systems@carleton.ca\">financial.systems@carleton.ca<\/a> for help.\r\n<table style=\"width: 97.8223%; height: 600px;\">\r\n<tbody>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><strong>Topic<\/strong><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\"><strong>Role<\/strong><\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\"><strong>Type of\u00a0<\/strong><b>Computer<\/b><\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/LoggingIntoSAPConcurDesktop.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Logging into SAP Concur<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/SwitchingProfiles.pdf\" target=\"_blank\" rel=\"noopener\">Switching to a claimant's SAP Concur account<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Profile.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Important tasks to complete in your profile<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 64.2218%;\">Using available tools to make travel easier and safer (coming soon!)<\/td>\r\n<td style=\"width: 16.85%;\"><\/td>\r\n<td style=\"width: 42.9671%;\"><\/td>\r\n<\/tr>\r\n<tr style=\"height: 96px;\">\r\n<td style=\"width: 64.2218%; height: 96px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/RequestingCashAdvance.pdf\" target=\"_blank\" rel=\"noopener\">Requesting a cash advance request<\/a>\r\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for delegates:<\/strong> Step 5 shows how to attach a claimant declaration form)<\/em><\/p>\r\n<\/td>\r\n<td style=\"width: 16.85%; height: 96px;\">Claimants and Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 96px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ExpenseReportWOutstandingRequest.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report when you already have an outstanding cash advance request<\/a>\r\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for everyone<\/strong>: Step 11 outlines how to add travel allowances (commonly called <strong>per diems<\/strong>).<\/em><\/p>\r\n<\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 96px;\">\r\n<td style=\"width: 64.2218%; height: 96px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ExpenseReport.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report<\/a>\r\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for everyone<\/strong>: Step 3 outlines how to add travel allowances (commonly called <strong>per diems<\/strong>).<\/em><\/p>\r\n<p style=\"padding-left: 40px;\"><em>(<strong>Tip for delegates:<\/strong> Step 8 shows how to attach a claimant declaration form)<\/em><\/p>\r\n<\/td>\r\n<td style=\"width: 16.85%; height: 96px;\">Claimants and Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 96px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ReturningOutstandingCashAdvance.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report when returning an outstanding cash advance<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/AMEXCharges.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Submitting an expense report that includes corporate AMEX charges<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/AddingMultipleDocuments.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Adding multiple documents to an expense report<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ChangingIndex.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Changing and\/or splitting the index (i.e. who is paying for the expense\/s)<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">All<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ConcurStatus.pdf\" target=\"_blank\" rel=\"noopener\">Checking the status of your expense or request report<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/LoggingIntoApp.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Logging into the SAP Concur mobile app<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Approvers<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Mobile Device<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/APPExpenseReport.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Creating an expense report in the SAP Concur mobile app<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Claimants<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Mobile Device<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/OCRExpenseLines.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Using SAP Concur features to create expense lines for you<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Claimants and Delegates<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer &amp; Mobile Device<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\"><\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\"><\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ApprovingExpenseReport.pdf\" target=\"_blank\" rel=\"noopener\">ApprovingExpenseReport<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Approvers<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ApprovingCashAdvanceRequest.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Approving a cash advance request<\/a><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\">Approvers<\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\">Desktop Computer<\/td>\r\n<\/tr>\r\n<tr style=\"height: 24px;\">\r\n<td style=\"width: 64.2218%; height: 24px;\"><\/td>\r\n<td style=\"width: 16.85%; height: 24px;\"><\/td>\r\n<td style=\"width: 42.9671%; height: 24px;\"><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n\r\n<hr \/>\r\n\r\n<h3>Frequently Asked Questions<\/h3>\r\n<ul>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/request-or-report\/\">When starting a claim in SAP Concur, should I choose \u2018Create Request\u2019 or \u2018Create Expense Report\u2019?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/common-reasons-for-returned-claims\/\">Avoiding the common reasons for returned report and request claims<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/glossary\/p\/per-diems\/\">Where can I learn more about per diems?<\/a><\/li>\r\n \t<li>Where can I learn more about <a href=\"https:\/\/carleton.ca\/facts\/glossary\/h\/hospitality-2\/\">hospitality\/events<\/a> and <a href=\"https:\/\/carleton.ca\/facts\/glossary\/w\/working-meals\/\">working meals<\/a>?<\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/can-i-save-time-importing-receipts-into-sap-concur\/\" target=\"_blank\" rel=\"noopener noreferrer\">Can I save time importing receipts into SAP Concur?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/attaching-email-receipts\/\" target=\"_blank\" rel=\"noopener noreferrer\">I'm having a hard time attaching a receipt that was emailed to me.\u00a0 What am I missing?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/lost-supporting-documentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">What do I do if I\u2019ve lost supporting documentation (e.g. a receipt)?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/as-a-delegate-lost-supporting-documentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">As a delegate, what do I do if the claimant has lost supporting documentation (e.g. a receipt)?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/questions-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">Where should I direct questions or feedback?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/expense-types-and-related-account-codes\/\" target=\"_blank\" rel=\"noopener noreferrer\">I need a specific account code.\u00a0 Which expense type should I select?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/affiliation-field\/\" target=\"_blank\" rel=\"noopener noreferrer\">What should I choose for the affiliation field?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/mileage\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I add mileage to an expense report?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/index\/\" target=\"_blank\" rel=\"noopener noreferrer\">What is an index?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/as-an-approver-how-do-i-see-which-index-is-being-charged\/\" target=\"_blank\" rel=\"noopener noreferrer\">As an approver, how do I see which index is being charged?<\/a><\/li>\r\n \t<li><a href=\"https:\/\/carleton.ca\/facts\/travel\/view-paid-reports\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I view my paid reports?<\/a><\/li>\r\n<\/ul>\r\n\r\n<hr \/>\r\n\r\n<h3>In-class System Training and Seminars<\/h3>\r\nCheck <a href=\"http:\/\/www.carleton.ca\/facts\/cu-events\/\">'Upcoming FACTS Training'<\/a> for hands-on training sessions and seminars.","post_title":"SAP Concur Travel and Expense Reimbursement","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"travel","to_ping":"","pinged":"","post_modified":"2026-01-27 17:06:48","post_modified_gmt":"2026-01-27 22:06:48","post_content_filtered":"","post_parent":0,"guid":"http:\/\/carleton.ca\/facts\/?page_id=2990","menu_order":0,"post_type":"page","post_mime_type":"","comment_count":"0","filter":"raw"},"button_post_link":false,"button_event_link":false,"button_video_link":false,"button_external_link":"https:\/\/carleton.ca\/travel\/concur\/"}]},"_links":{"self":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/pages\/2990"}],"collection":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/comments?post=2990"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/pages\/2990\/revisions"}],"predecessor-version":[{"id":8976,"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/pages\/2990\/revisions\/8976"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/facts\/wp-json\/wp\/v2\/media?parent=2990"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}