- Requesting/Changing Profiles in JIRA
- How-To Sheets
- Frequently Asked Questions
- In-class System Training and Seminars
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Tools, support and training to help you get started with the SAP Concur Travel and Expense Reimbursement System. Let us know how we’re doing at facts@carleton.ca.
To log into SAP Concur:
Questions? Email financial.systems@carleton.ca or
Requesting/Changing Profiles in JIRA
to:
- To request that a new profile be created in SAP Concur
- To request changes to your existing SAP Concur profile (e.g. supervisor, index)
- To request that a new claimant be added to a delegate in SAP Concur
- To request that a temporary approver be assigned in SAP Concur
Trouble logging in to JIRA? If you encounter login issues, you can often resolve them by trying one of the following:
- Clear your browser’s cache.
- Use an incognito or private browsing window.
- Switch to a different browser.
If these suggestions don’t resolve the issue, please contact its.service.desk@carleton.ca for assistance.
How-To Sheets
SAP Concur is implementing ongoing improvements to its user interface. We update our documentation once a month. If you find that the instructions differ from what you see on your screen, reach out to financial.systems@carleton.ca for help.
| 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 |
| Using available tools to make travel easier and safer (coming soon!) | ||
| Requesting a cash advance request
(Tip for delegates: Step 5 shows how to attach a claimant declaration form) |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report when you already have an outstanding cash advance request
(Tip for everyone: Step 11 outlines how to add travel allowances (commonly called per diems). |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report
(Tip for everyone: Step 3 outlines how to add travel allowances (commonly called per diems). (Tip for delegates: Step 8 shows how to attach a claimant declaration form) |
Claimants and Delegates | Desktop Computer |
| Submitting an expense report when returning an outstanding cash advance | Claimants and Delegates | Desktop Computer |
| Submitting an expense report that includes corporate AMEX charges | All | Desktop Computer |
| Adding multiple documents to an expense report | All | Desktop Computer |
| Changing and/or splitting the index (i.e. who is paying for the expense/s) | All | Desktop Computer |
| Checking the status of your expense or request report | Claimants and Delegates | Desktop Computer |
| 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 features to create expense lines for you | Claimants and Delegates | Desktop Computer & Mobile Device |
| ApprovingExpenseReport | Approvers | Desktop Computer |
| Approving a cash advance request | Approvers | Desktop Computer |
Frequently Asked Questions
- When starting a claim in SAP Concur, should I choose ‘Create Request’ or ‘Create Expense Report’?
- Avoiding the common reasons for returned report and request claims
- Where can I learn more about per diems?
- Where can I learn more about hospitality/events and working meals?
- Can I save time importing receipts into SAP Concur?
- I’m having a hard time attaching a receipt that was emailed to me. What am I missing?
- What do I do if I’ve lost supporting documentation (e.g. a receipt)?
- As a delegate, what do I do if the claimant has lost supporting documentation (e.g. a receipt)?
- Where should I direct questions or feedback?
- I need a specific account code. Which expense type should I select?
- What should I choose for the affiliation field?
- How do I add mileage to an expense report?
- What is an index?
- As an approver, how do I see which index is being charged?
- How do I view my paid reports?
In-class System Training and Seminars
Check for hands-on training sessions and seminars.