Concur Travel and Expense
Concur Travel and Expense is now live, replacing the Oracle Expense system. To access the new system, please log in to your myRutgers Portal and search for Concur Travel & Expense app.
Concur Travel & Expense combines the existing Rutgers Online Travel Booking Tool with a new expense management system designed to improve expenses incurred using university travel and purchasing cards while also simplifying the reimbursement process for university-related purchases made using personal funds.
Concur Travel and Expense is a fully automated, end-to-end, customer-focused travel and expense solution that:
- Facilitates the completion of travel-related expense reimbursements
- Allows on-the-go capabilities through user-friendly mobile applications
- Provides pre-populated expense reports
- Enables travel and expense policy compliance, and
- Improves the university travel card program
To prepare for the new expense management system, you can
Register for training sessions
Join open office hours
View training videos and job aids
To learn about the project, view this project overview video (1:47m)
TRAINING SESSIONS
Register for a virtual training session to learn more about and how to use the new Concur Travel and Expense system.
Course | Description | Audience | Date | Time | Register |
Intro to Concur |
A brief introduction of the new Concur Expense Management system | All Rutgers Users | June 25 |
1:00 - 2:00PM |
Completed |
July 1 |
9:00 - 10:00AM |
Register Now | |||
July 11 |
11:00 - 12:00PM |
Register Now | |||
Updating Your Profile |
Updating your profile in Concur Expense | All Rutgers Users | June 26 |
9:30 - 10:30AM |
Completed |
July 1 |
3:00 - 4:00PM |
Register Now | |||
July 8 |
1:00 - 2:00PM |
Register Now | |||
Managing Expenses |
How to create a travel expense report from Request, a non-travel report and reconcile university card transaction expenses | All Rutgers Users | June 25 |
3:00 - 4:00PM |
Completed |
July 1 |
1:00 - 2:00PM |
Register Now | |||
July 9 |
9:30 - 10:30AM |
Register Now | |||
Using Request |
Using request for travel pre-approval, cash advance requests, and credit card applications/limit changes | All Rutgers Users | June 26 |
3:00 - 4:00PM |
Completed |
July 2 |
1:30 - 2:30PM |
Register Now | |||
July 9 |
1:00 - 2:00PM |
Register Now | |||
Credit Card Request |
How to apply for a credit card, adjust limits, and other card functions. | All Rutgers Users | June 27 |
11:00 - 12:00PM |
Completed |
July 10 |
11:00 - 12:00PM |
Register Now | |||
Using the Mobile App |
How to use the Concur Mobile app for creating, submitting, and approving expense reports and pre-trip travel requests | All Rutgers Users | June 27 |
10:00 - 10:30AM |
Completed |
July 3 |
11:00 - 11:30AM |
Register Now | |||
July 10 |
1:00 - 1:30PM |
Register Now | |||
Acting as a Delegate |
How to set up a delegate and act as a delegate in Concur | Delegates (someone who can perform work on behalf of another user) |
June 26 |
1:00 - 1:30PM |
Completed |
July 1 |
11:00 - 11:30AM |
Register Now | |||
July 8 |
3:00 - 3:30PM |
Register Now | |||
Approvers |
How approvers review and approve expense reports and pre-trip travel requests | Approvers | June 27 |
2:30 - 3:15PM |
Completed |
July 3 |
1:00 - 1:45PM |
Register Now | |||
July 10 |
3:00 - 3:45PM |
Register Now | |||
OPEN OFFICE HOURS
Virtual open office hours are also available for Rutgers staff and faculty to pop in and obtain answers to any questions about the new platform.
Date | Time | Meeting Link |
July 2 | 10:00 - 12:00PM | Zoom Link |
July 3 | 2:00 - 4:00PM | Zoom Link |
July 9 | 2:00 - 4:00PM | Zoom Link |
July 12 | 1:00 - 3:00PM | Zoom Link |
July 16 | 1:00 - 3:00PM | Zoom Link |
July 25 | 10:00 - 12:00PM | Zoom Link |
July 31 | 1:00 - 3:00PM | Zoom Link |
August 6 | 10:00 - 12:00PM | Zoom Link |
August 13 | 10:00 - 12:00PM | Zoom Link |
September 4 | 1:00 - 2:00PM | Zoom Link |
October 3 | 2:00 - 3:00PM | Zoom Link |
TRAINING VIDEOS
System Overview and Set Up
General Concur System Training
- Introducing Concur Expense
- Acting as a Delegate
- Activating E-Receipts
- Reviewing and Approving an Expense Report
Rutgers-specific Training
Creating Requests and Expense Reports
Preparing and Submitting Expense Reports
General Concur System Training
- Working with Available Receipts
- Allocating Expenses
- Itemizing Nightly Lodging Expenses
- Itemizing Expenses
- Entering a Personal Car Mileage Expense
- Adding Attendees to an Expense
- Correcting and Resubmitting an Expense Report
Rutgers-specific Training
Managing University Cards
JOB AIDS
General
Request
- Creating a Travel Request - Coming Soon
- Cancel, Close, Reinstate Card Request
- New University Card Request
- Override Within Spend Limit Card Request
- PCard Guidelines
- Temporary Change Limit Card Request
Expense
Approving Requests and Expenses