How to Concur: Step by Step A step by step process, with screen shots, to complete your reimbursement on Concur

Log in to Concur http://travel.utulsa.edu Log in with your utulsa username and password Example: Username: abc123, Password: ●●●●●●●●● **Note: if you are unable to log in contact travel-help@utulsa.edu to set up your account

Verify your email address Once Logged in, Hit Profile, then Profile Settings. Click Email addresses: And select Verify

Download Concur Mobile App (Optional) https://www.concur.com/en-us/mobile You can use the mobile app to upload receipts. To sign in to the Concur Mobile app, simply tap on "Company Code Sign In" after downloading the Concur Mobile app and enter the TU company code. Company Code: XATBW9

Start a Report Once you are logged in click on “Start A Report” tab (highlight below)

Create a New Expense Report Complete the information about your event

Create a New Expense Report cont’ Select your account number from the drop down list or type it in. If can be found in your organizations funding email sent from SA. If your account number is not in the drop down list, contact travel-help@utulsa.edu. Be sure to tell them what organization you are with as well as the account number you were given.

Create a New Expense Report cont’ Select what account you are taking money from: SA Funds (23009) Org Funds (23001)

Create a New Expense Report cont’ Be sure to check the box to acknowledge to TU Expense Policy

Type of expense Select the type of expense for the receipt you are receiving funding (Example: Printing, Rental Car, Performer/Speaker)

Complete receipt information Complete the Information for your receipt. If your receipt is for food, you must check the box and attach a Sodexo Waiver.

Attach Receipts After the required boxes are filled, click attach receipt. Note: This will also be where you attached the Sodexo Waiver Select the browse option to select the scans or copies of your receipts and required documents You can also email receipts to receipts@concur.com or use the mobile app (must come from the verified email address setup previously)

Save your expense report

Next Expense Each Receipt and each type of expense needs it’s own expense

Submit the report Once you have all expenses added with receipts and documents attached you are ready to submit the report

Final Review After reading the statement click “Accept and Submit”. You will be notified when your submission has been approved and again when the transfer is scheduled to take place. If you are not signed up for direct deposit, your reimbursement will be delayed until this step is complete. You can verify or enroll at https://webadvisor.utulsa.edu (then click Students, then Direct Deposit Info (Non-Payroll, US Banks).