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The guide covers onboarding steps such as signing in, navigating the homepage, updating and verifying profile email, and configuring reminders. It then explains delegation and travel assistant setup, approval workflow basics, expense types, and how to create, submit, and manage travel requests with audit trails, approvers, and attachments. It continues with booking reservations, receipt handling, expense report creation, and detailed expense itemization and reconciliation.","Step-by-Step Guide  \nJune 2026  \nConcur Step-by-Step Guidebook 2  \nContents  \n1.About Concur……………………………………………………………………………………………………………………………………………………7  \nFeatures and Highlights……………………………………………………………………………………………………………………………7  \nHow to Use this Guidebook………………………………………………………………………………………………………………………8  \n2.Getting Started with Concu……………………………………………………………………………………………………………………9  \nSigning into Concur………………………………………………………………………………………………………………………………………9  \nExploring the Concur Homepage…………………………………………………………………………………………………15  \nHomepage Navigation………………………………………………………………………………………………………………………………16  \nUpdating Your Profile…………………………………………………………………………………………………………………………17  \nVerifying Your Email Addres……………………………………………………………………………………………………………19  \nAdding a Personal Email Address………………………………………………………………………………………………………21  \nSetting Up Reminders and Notifications………………………………………………………………………………………23  \nEnabling Expenselt………………………………………………………………………………………………………………………………………26  \n3. Using Delegates & Travel Assistants………………………………………………………………………………………………28  \nCreating a Delegate………………………………………………………………………………………………………………………………28  \nDeleting a Delegate………………………………………………………………………………………………………………………………32  \nDeleting Yourself as a Delegate………………………………………………………………………………………………………32  \nActing as a Delegate……………………………………………………………………………………………………………………………33  \nStopping Work as a Delegate……………………………………………………………………………………………………………35  \nCreating a Travel Assistant…………………………………………………………………………………………………………………36  \nDeleting a Travel Assistan…………………………………………………………………………………………………………………38  \nActing as a Travel Assistant……………………………………………………………………………………………………………41  \nStopping Working as a Travel Assistant…………………………………………………………………………………………45  \n4.Understanding Approval Workflows ……………………………………………………………………………………………46  \nAdding a Default Approver to Your Approval Workflow……………………………………………………46  \nConcur Step-by-Step Guidebook 3  \n5. Understanding Expense Types………………………………………………………………………………………………………49  \nListing of Expense Types……………………………………………………………………………………………………………………49  \nUsing the Documentation Only Expense Type………………………………………………………………………………50  \n6.Creating and Submitting Travel Request………………………………………………………………………………………51  \nCreating a New Travel Request………………………………………………………………………………………………………………51  \nAdding Personal Travel(if applicable)……………………………………………………………………………………………53  \nAdding Expenses to a Travel Request……………………………………………………………………………………………53  \nAdding Meal Per Diems(Travel Wizard)……………………………………………………………………………………54  \nAdding a Travel Cash Advance Request…………………………………………………………………………………………60  \nAdding Approvers to the Workflow……………………………………………………………………………………………………61  \nViewing the Audit Trail……………………………………………………………………………………………………………………………63  \nAdding Attachments to a Travel Request………………………………………………………………………………………63  \n7.Creating International Travel Request. ……………………………………………………………………………………………6  \nExport Control…………………………………………………………………………………………………………………………………………………6  \nGlobal Travel……………………………………………………………………………………………………………………………………………………6  \n8.Managing a Travel Reques………………………………………………………………………………………………………………67  \nCopying a Travel Request……………………………………………………………………………………………………………………68  \nEditing a Travel Request……………………………………………………………………………………………………………………69  \nRecalling a Submitted Travel Reques……………………………………………………………………………………………71  \nCancelling a Travel Request………………………………………………………………………………………………………………73  \nClosing a Travel Request……………………………………………………………………………………………………………………………74  \n9. Reviewing and Approving Travel Request…………………………………………………………………………………76  \nApproving a Travel Request……………………………………………………………………………………………………………………76  \nSending a Travel Request Back to a User………………………………………………………………………………………78  \nAdding an Additional User or Business Officer for Approval………………………………………………79  \n10. Making Reservations &Booking Travel…………………………………………………………………………………81  \nBooking a Flight………………………………………………………………………………………………………………………………………81  \nBooking a Rental Car……………………………………………………………………………………………………………………………8  \nBooking ","cbCaitoBIVI1Ib17","https://ap.wps.com/l/cbCaitoBIVI1Ib17","pdf",14427142,6,174,"English","en",105,"# About Concur\n## Features and Highlights\n## How to Use this Guidebook\n# Getting Started with Concu\n## Signing into Concur\n## Exploring the Concur Homepage\n## Homepage Navigation\n## Updating Your Profile\n## Verifying Your Email Addres\n## Adding a Personal Email Address\n## Setting Up Reminders and Notifications\n## Enabling Expenselt\n# Using Delegates & Travel Assistants\n## Creating a Delegate\n## Deleting a Delegate\n## Acting as a Delegate\n## Creating a Travel Assistant\n## Acting as a Travel Assistant\n# Understanding Approval Workflows\n## Adding a Default Approver to Your Approval Workflow\n# Understanding Expense Types\n## Listing of Expense Types\n## Using the Documentation Only Expense Type","[{\"question\":\"How do you sign into Concur and set up initial settings?\",\"answer\":\"Sign into Concur, then use the guide to navigate the homepage, update your profile, verify your email address, and add a personal email when needed. Configure reminders and notifications, and enable Expenselt if applicable.\"},{\"question\":\"What is involved in creating and submitting a travel request?\",\"answer\":\"Create a new travel request, add personal travel details if applicable, and include expenses and meal per diems using the Travel Wizard. Add approvers to the workflow, view the audit trail, and attach required documents before submitting.\"},{\"question\":\"How are receipts and expense reports handled in the guide?\",\"answer\":\"Enable e-receipts, email receipts, and upload receipts to available receipts. Create new expense reports either without or from a travel request, review and add expenses, attach receipts, declare missing receipts when required, and manage items like cash advances and foreign currency transactions.\"}]","Concur Step-by-Step Guidebook 2 - June 2026 - Learn Concur Step by Step | PDF",1788384536,61,{"code":4,"msg":32,"data":33},"ok",{"site_id":25,"language":24,"slug":34,"title":14,"keywords":35,"description":15,"schema_data":36,"social_meta":88,"head_meta":90,"extra_data":92,"updated_unix":29},"concur-step-by-step-guidebook-2-june-2026-learn-concur-step-by-step","",{"@graph":37,"@context":87},[38,55,70],{"@type":39,"itemListElement":40},"BreadcrumbList",[41,45,49,52],{"item":42,"name":43,"@type":44,"position":11},"https://docshare.wps.com","Home","ListItem",{"item":46,"name":47,"@type":44,"position":48},"https://docshare.wps.com/template/","Template",2,{"item":50,"name":13,"@type":44,"position":51},"https://docshare.wps.com/template/presentations/",3,{"item":53,"name":14,"@type":44,"position":54},"https://docshare.wps.com/template/concur-step-by-step-guidebook-2-june-2026-learn-concur-step-by-step/187631/",4,{"url":53,"name":14,"@type":56,"author":57,"headline":14,"publisher":59,"fileFormat":62,"inLanguage":24,"description":15,"dateModified":63,"datePublished":64,"encodingFormat":62,"isAccessibleForFree":65,"interactionStatistic":66},"DigitalDocument",{"name":9,"@type":58},"Person",{"url":42,"name":60,"@type":61},"DocShare","Organization","application/pdf","2026-09-05","2026-09-02",true,{"@type":67,"interactionType":68,"userInteractionCount":51},"InteractionCounter",{"@type":69},"ViewAction",{"@type":71,"mainEntity":72},"FAQPage",[73,79,83],{"name":74,"@type":75,"acceptedAnswer":76},"How do you sign into Concur and set up initial settings?","Question",{"text":77,"@type":78},"Sign into Concur, then use the guide to navigate the homepage, update your profile, verify your email address, and add a personal email when needed. Configure reminders and notifications, and enable Expenselt if applicable.","Answer",{"name":80,"@type":75,"acceptedAnswer":81},"What is involved in creating and submitting a travel request?",{"text":82,"@type":78},"Create a new travel request, add personal travel details if applicable, and include expenses and meal per diems using the Travel Wizard. Add approvers to the workflow, view the audit trail, and attach required documents before submitting.",{"name":84,"@type":75,"acceptedAnswer":85},"How are receipts and expense reports handled in the guide?",{"text":86,"@type":78},"Enable e-receipts, email receipts, and upload receipts to available receipts. 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