1. On the Concur home page click on expense then create new report OR place your mouse pointer over new, and select start a report.

2. Complete all required report fields marked with red asterisks.

   1. NOTE: the transaction date of purchase should be entered in the Report/Trip start date and end date fields. When submitting multiple expenses under one report be sure to capture the entire timeline from first purchase date to last purchase date.

   2. NOTE: for reimbursements that do not contain personal travel, the trip type should be selected as domestic.

3. Click the create report button. If you have not entered all required information, an alert pop-up box displays.

4. Review the message, click the close button, enter the missing required information, and click the create report button again.

5. Click the Add Expense button to begin entering out-of-pocket expenses to the report.

1. From an open expense report, click add expense

2. Click create new expense

3. Select the expense type, the new expense screen displays

4. Complete all required fields marked with red asterisks

5. Attached an itemized receipt and proof of payment, if not clearly presented on itemized receipt

6. Click Save Expenses.

1. Click Submit Report

2. Click Accept & Continue

3. Click Submit Report

4. Click Close

Need Training?

When your department transitioned to Concur, you received a series of emails that provided more detailed timing and links to training activities, including FastFacts webinars that provide instruction on key tasks. If the timing for the webinars did not work for you, you can view the recorded sessions by clicking on the links below:

• Getting Started in Concur Expense

• An Easy Expense Report (Parking, Mileage, Printing)

• Overnight Domestic Travel Expenses

• Overnight Foreign Travel Expenses

• Approving or Sending Back an Expense Transaction

• Non-Travel Expenses

If you are submitting a reimbursement on someones behalf you will need to have them add you as a delegate in order to do so. Please follow the Assigning a Delegate and Acting as a Delegate instructions below.

If you require more information on reviewing, approving or send back a request is needed please see the document below

Reimbursement for Taxes

Generally, the University is exempt from any sales tax so when employees purchase on behalf of the University they should present the Tax exemption card to avoid sales tax as this is not a reimbursable expense. This would include any kind of supplies (including software) as well as local business meals. The exemption wouldn’t include things like VAT (“value added tax”), lodging taxes, taxes on travel meals, etc. which are reimbursable expenses.

We strongly encourage faculty and staff to procure all items through a JHU procurement method (shopping cart, online payment request, Pcard).  If someone does not go through one of these channels and incurs sales tax, unfortunately they are responsible for that portion.

Questions?

If you have questions about the transition to Concur, please contact the Concur Admin or reach out to concuradmin@jhu.edu

For questions regarding Travel contact: JHTravel@jhu.edu or 443-997-5086 during normal business hours

If you have an emergency or need immediate assistance while traveling outside of normal business hours, please call the World Travel Inc. agent team at 888-433-2556 or if you are calling from outside the United States, please call +1 484-348-6310.

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