DRAFT: This module has unpublished changes.

The Concur Travel and Expense Reporting System is to be used by all full-time employees seeking travel and expense reimbursements. 

 

Please follow the instructions below to access Concur and obtain help:

 

Accessing Concur Travel and Expense and Logging In for the First Time:

  1. Click this link to access the new Concur Travel and Expense Reporting System:  www.concursolutions.com
  2. Save the above link to your favorites in the web browser you are currently using.
  3. Your logon ID is always your St. John’s e-mail address ending with @stjohns.edu. You may save this setting by clicking the “save” box.
  4. Your Temporary password for initial setup would be "welcome" or "welcome1"

Subsequent Changes to Password:

  1. Click on “Profile,” then “Profile Setting,” then click “Change Password.”
  2. Enter your old and new password.
  3. Enter your password hint.
  4. Click “Submit.”

Users and Approvers – Getting Started with a Reimbursement Request - Travel and Entertainment Expenses:

  1. Please refer to the updated Business Travel and Entertainment Policies and Procedures manual, which will be attached on the Concur header page after you log on.
  2. A Request for Travel (pre-trip approval) is mandatory for all out-of-town travel. This will replace the manual pre-trip approval that is currently used with GERS.
  3. After a Request for Travel is prepared, forward it to your approver for review and approval.
  4. Upon your return from the trip, you must convert this approved request into a T&E Expense Report by clicking on the “Create Expense Report” button. Continue with inputting your data and attaching all your receipts.
  5. For reimbursement of non-travel-related expenses, the submission would start from the “Create Expense Report” section.  
  6.  Receipts can be uploaded from scans, e-mails, and smartphones by setting up your Receipts Store. Information on setting up the Receipts Store can be found in the Quick Start Guide that is attached.

Training and Help

Concur has extensive online help features. For additional help, please click the Help button located in the upper right corner of the header page when you log on. You also have access to various training materials as well as interactive simulations for Travel Requests and Expenses. 

 

If you require additional assistance: email jamesk@stjohns.edu

DRAFT: This module has unpublished changes.