Travel & Expense QuickTips

Select a QuickTip tutorial for targeted instruction or watch an overview video to learn basic travel & expense concepts.

All videos are under 3 minutes so you can swiftly learn what you need to complete your administrative tasks!

QuickTip Tutorial Categories

Travel & Expense Overview Videos

Travel & Expense Overview

Overview of the DU Travel & Expense System

2:26 Min Video

DU Travel & Expense System Overview

Expense Overview shows person paying with a credit card

5-Steps to Expense Reporting

2:56 Min Video

Managing & Reporting Expenses

Get Started - Initial Travel & Expense Set-Up

Order a P-Card

Order a P-Card (Purchasing Card)

1:11 Min Video

How to Order Your P-Card

Profile Essential Steps

Profile - Essential Set-Up Steps

2:15 Min Video

Profile Set-Up

Verify your Email Address

Verify Your Email Address

Read: Verify Your Email Address

Concur App Setup

Download & Link the Concur App

2:02 Min Video

Download and Link the Concur App

Enter Travel Details in Profile

Profile - Enter Travel Details

Read: Enter Travel Preferences 

Assign a Delegate

Assign a Delegate

Read: Assign a Delegate

Assign Favorite Attendees

Assign Favorite Attendees

Read: Assign Favorite Attendees 

Activate E-Receipts

Activate E-Receipts

Read: Active E-Receipts

EXPENSES - Creating Reports & Managing Expenses

Create an Expense Report

Create an Expense Report

2:06 Min Video: 

Create an Expense Report

Move Expenses to an Expense Report

Move Available Expenses to a Report

1:23 Min Video

Move Available Expenses to a Report

Add Out-of-Pocket Reimbursement Charge to a Report

Out-of-Pocket Reimbursements

1:31 Min Video

Add Out-of-Pocket Charges

Upload Receipts

Upload & Attach Receipts

2:16 Min Video

Upload & Attach Receipts

Allocate an expense to a different budget

Allocate an Expense to a Different Budget Account

Read: Allocate Expenses to a Different Budget

Itemize and expense by expense type

Itemize a Charge by Expense Type

Read: Itemize an Expense by Expense Type

Handling a Personal Charge on a P-Card

Handling a Personal Charge on a P-Card

Read:  Personal Expenses on a P-Card

Add attendees to a group expense

Add Attendees to a Group Expense

Read: Add Attendees to Group Expenses

Clear Alerts and Submit Report

Clear Alerts & Submit Expense Report

1:42 Min Video

Handle Alerts & Submit Expense Report

TRAVEL - Booking Travel & Creating Trip Reports

Book a Flight

Book an Airline Ticket

Read: Booking Airfare

Book a Rental Car

Booking a Rental Car

Read: Booking a Rental Car

 

Book a Hotel

Book a Hotel

Read: Booking Hotels

Travel Itineraries

Manage Travel Itineraries

Read: Managing Travel Itineraries

Create a Travel Report

Create a Travel Report

2:06 Min Video

Create an Expense Report

Claiming Meal Per Diem Reimbursement

Claiming Meal Per Diem Reimbursement

Read: Meal Per Diem Reimbursement

 

Claim Per Diem or use actuals?

Claim Meal Per Diem or Use Actuals?

Cancel or Change a Flight

Cancel or Change a Flight

Read: Cancel a Flight

Cash Advances

Cash Advances - Request, Attach, Return

Read: Requesting, Attaching, Returning

 

connect Travel Apps

Connect Travel Apps

Read:  TripIt Pro, Rideshare Uber/Lyft

2:02 Min Video Download and Link the Concur Mobile App

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Contact

 

University Financial Services