Quick Start materials are for the tasks that all U-M employees are required to do for themselves in Concur. (e.g. Delegates are unable to complete these tasks on behalf of other employees.) These materials are also available in the applicable task boxes below.
The Modifying a Concur Expense Profile materials provide information on setting up expense profiles, and enabling eReceipts in Concur. All of these "setup" tasks should be completed prior to creating expense reports (to save you time and repetitive data entry).
The materials in this section provide instructions for the basic tasks of creating expense reports for travel, PCard transactions, and/or out-of-pocket business expenses; including managing receipts and submitting the expense report.
The Approving Expense Reports materials provide information on approving expense reports in Concur and a complete list of links to U-M policies governing expense approval.
The Managing Cash Advances materials provide information on requesting a cash advance, approving a cash advance request, and applying a cash advance to an expense report.
The Concur Reporting materials provide information on the reports that display information from the Concur system, including the M-Pathways Voucher Detail report.
Beyond the main expense reporting tasks, there are those that apply to specific expense situations. The list below contains common questions for Concur expense reporting. Click any question to open related documentation.