Begin learning by reviewing the Getting Started section, then continue through the other sections as needed. To familiarize yourself with the policies surrounding Travel & Business Events, sign up for the policy training course.
Getting Started
Setting Up Your Profile
- Update Your Profile (and add/remove Delegates)
- Activate E-Receipts
- My Travel Network and TripIt Pro
- Download the Mobile App
- Concur Expense Reference Guide (NOTE: UCLA uses SSO to access the Express system. Review the Log on to Express guide for UCLA-specific instructions.)
Planning & Booking Travel
- Travel & Expense Overview
- Create & Submit a Request
- Guest Group Travel Request
- Concur Travel & Entertainment Quick Reference Guide
During a Trip
Concur Mobile
ExpenseIt (available in the Concur Mobile App)
After a Trip
- Create a New Expense Report
- Create an Expense Report Based on a Completed Concur Trip
- Add a Cash/Personal Card Expense to an Expense Report
- Add University Card Transactions to an Expense Report
- Allocate Expenses
- Itemize Expenses
- Itemize Nightly Lodging Expenses
- Enter Car Mileage
- Add Attendees to a Business Meal
- Create an Expense Report Based on Per Diem – Foreign Meals & Lodging
- Create an Expense Report Claim Actuals – Foreign Meals & Lodging
- Convert Foreign Currency Transactions
- Work with Available Receipts
- Work with Missing Receipt Declarations
- View Receipts
- Print, Review & Submit an Expense Report
- Correct and Resubmit an Expense Report
- Create a Report from a Request
- Add a Request to an Expense Report
- Expense Workflow
Guest Reimbursements
Other
Training Webinar Series
- Express Best Practices Webinar (January 18, 2023)
- NextGen Interface Demo
- NextGen Interface Demo Slides
- Legacy Interface Webinars
Resources
RELATED INFORMATION
Training Home Page For Delegates/Approvers For Faculty For Deans/Executives
