Did you know that there are more than 50 custom tutorials for the Concur Travel and Expense System to help you create travel requests and expense reports, and book and approve travel forms?
The tutorials are divided up by course and were designed to demonstrate common Concur transactions in a step-by-step format. You can use Try It Mode to walk through the steps, or you can use Print It to generate a job aid for yourself. When you Print It, most of the screens are not included — just the steps.
The tutorials include general topics, like creating an out-of-state travel request, or creating a travel expense report with or without an approved request. Then there are more specific topics, like combining business and personal travel, allocating funding sources in the Concur forms, and using the currency converter when your trip is international.
In the Introduction to Concur class, there are tutorials on important functions like setting up your Concur profile and printing/emailing a request or report. (We get a lot of help desk tickets on these two.)
In addition, a lot of the tutorials have business information included such as use cases or policy, and also links to UMB pages and documents that can help you understand travel and navigate Concur like a pro.
Please take advantage of the tutorials, and if you're new to the system, look through the class tutorials for what you're trying to accomplish before you start your request, report, or booking. They are truly helpful!
All the tutorials are available from the myUMB portal, located in the Training & Tutorials section. Here's a direct link to the tutorials to get you started. And if you need more help, attend an instructor-led Concur class. These are held monthly and are a good investment upfront to avoid system errors later.
And as always, if you get stuck, contact the help desk at help@umaryland.edu.
Sincerely,
Concur Training Team