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To: Campus Unit Finance Leads, University Business Managers, T&E Card Accountholders
From: Rebecca Spanos, Travel and Payment Card Services Manager

Effective Monday, Aug. 21, Travel Services is happy to announce we’re rolling out Concur User Assistant by WalkMe to help you use the Concur Travel System! We’ve identified some common tasks which Concur users may be struggling with, like creating expense reports and itemizing hotel receipts, and soon, those will be easier.

Some of the changes you can expect when you log into the Concur Travel System beginning next week include:

Buttons that launch step-by-step guidance through the following processes:

  • Creating an Expense Report from an Approved Travel Request
    Screenshot of creating an expense report from an approved travel request.
  • Itemizing Expenses (Non-hotel)
    Screenshot of itemizing expenses (non-hotel).
  • Allocations help for approvers
    Screenshot of allocations help for approvers.

Tool tips that explain the different fields which may be causing confusion, such as:

  • Payment Types
    Screenshot of payment types tooltip.
  • Hotel Itemization Fields
    Screenshot of hotel itemization fields tooltip.
  • Daily Allowance Fields
    Screenshot of daily allowance fields tooltip.

In addition, there are a host of other step-by-step tutorials you can utilize by selecting the question mark icon in the corner of your screen:
Screenshot of tutorials including question mark icon.

In the meantime, check out this short video on Concur User Assistant by WalkMe to know more. If you have questions, please contact the Travel Team for assistance.

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