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Concur Expense Reporting Course Available

Professional Development Pathways (PDP) provides tools, guidance, and learning opportunities for employees and supervisors who want to invest in talent development and career growth. The following course is a new professional development opportunity that is now available within the PDP Purchasing certificate:

Concur Expense Reporting

This course provides an overview for navigating and using Concur including setting up and managing the user profile, setting Delegates and Proxies, alerts and itineraries, creating reports, costing, per diems, and an overview of the Approver structure. 

Estimated course length is approximately 1 hour, and there are no pre-requisites.

Learning Objectives

By the end of this course you will be able to:

  • Define substantiation requirements. 

  • Use Concur to substantiate and submit travel, University card, and cash reimbursement transactions. 

  • Describe the process from submission to approval through payment.

  • Determine appropriate usage for delegates. 

  • Set up a delegate in Concur. 

This is an e-learning course available to university faculty and staff. To register for PDP courses, please go to the Courses page on the OHIO Professional Development Pathways website and click the “Register” link for the desired course.

To learn about PDP certificates, and get more information about other tools and resources available through the PDP program, go to the OHIO Professional Development Pathways website. For non-technical information about the OHIO PDP program, please contact the Employee Service Center at 740-593-1636 or uhr@ohio.edu. If you have technical issues within Blackboard, please contact the IT Service Desk at 740-593-1222 and identify yourself as a Professional Development Pathways or OHIO PDP program participant.