Online Travel Program Training

Q & A Sessions

Join us for Travel Q & A, every 3^rd Thursday of the Month!

Next webex session:  January 23, 2025 at 10AM

In these Travel Q & A sessions, you will:

• Gain better understanding how and why to use Concur for your Travel needs
• Discover best practices to navigate the travel process to save YOUR time and resources (e.g., leveraging existing cooperative agreements)
• Answer Fly America and Open Skies Agreement Questions, and any other questions you may have
• Tips and Tricks to make the most of Frequent Flyer and Frequent Guest Programs offered by our vendors

This training is open to all University personnel that travel or plan travel for another person. The training and Q and A is designed to benefit new and experienced personnel.

 JOIN WEBEX MEETING

24/7 Online Simulation Training

A series of online simulation training offerings provide you step-by-step instructions on how to use the iBuy+ Travel and Expense Reporting Systems. Each simulation is approximately 2 minutes.

Getting Started

• Updating Your Expense Profile
• Updating Your Travel Profile
• Acting as a Delegate

Using iBuy Travel

• Booking a Flight
• Booking a Hotel
• Booking a Car
• Changing a Purchased and Ticketed Trip
• Creating an Expense Report Based on a Completed Trip

Using iBuy Expense

• Creating a New Expense Report
• Adding Card Transactions to an Expense Report
• Adding an Out-of-Pocket Expense to an Expense Report
• Itemizing Expenses

Using Special Features

• Adding Attendees to a Business Meal, plus Help Guide (PDF)
• Allocating Expenses
• Converting Foreign Currency
• Entering Personal Car Mileage
• Itemizing a Nightly Lodging Expense
• Activating E-Receipts

Approving

• Reviewing and Approving an Expense Report
• Sending Back an Expense Report
• Adding an Additional Review Step

Using Cash Advances

• Creating Cash Advances

Smart Phone Setup and Training

• Getting Started with Concur Mobile App (PDF Guide)
• Using Concur Mobile Devices - - for Android (video) or (PDF Guide) v. 9.60.1 - Sep 12, 2018
• Using Concur Mobile Devices - - for iPhone (video) or (PDF Guide) v. 9.60.1 - Sep 12, 2018

Please note that Concur’s mobile app guides provide brief "how to" steps. It assumes that the user already knows how to use the web version of Concur and already understands the concepts of Expense (expenses, itemizations, attendees, etc.), Travel (booking, rules, etc.), Invoice (payment requests, purchase requests, etc.), the approval process, and so on. It also assumes that the user is generally familiar with his/her mobile device.

For information on the best way to purchase mobile devices for university business, please refer to the GW Cell Phone Program.