Guides

• PaymentWorks
  • Sending and Tracking Vendor Invitations
  • Sending and Tracking Vendor Invitations: Initiator Quick Reference
• Purchase Voucher form
  • Step-by-step guide

• Contract Management Guide

• Banner
  • Approvals-Only Manual
    Instructions for approving requisitions
  • Procurement Requisitions, Receiving and Approvals
    Instructions for entering requisitions, approving requisitions, submitting receiving, and other related processes in the Banner purchase requisition system
  • Quick-Reference Navigation Guide
    Basic navigation for individuals who will be using the Banner Requisition module
• Employee Reimbursement Manual for SAP Concur
• Space Modification or Design
  • Furniture Standards Manual
  • How-to Guide

• Account Codes
  • Alphabetic
    Alphabetical list of the most common account codes to be used when detailing P-Card transactions
  • Numeric
    Numerical list of the most common account codes to be used when detailing P-Card transactions
• CitiBank Online Instructions
  Instructions for creating a login to access CitiBank accounts. You can view transactions, set up a profile, link accounts, add email preferences, etc.
• Necessary Expenses and Business Purpose Guide
• P-Card Manual for SAP Concur
• Program Guide
  Detailed manual of the rules and regulations associated with using the P-Card
• Quick Reference Guide
• Vendor Hold Search Tool Guide

• Department Property Control Plan Template
  By answering a series of questions, this template provides a guide for departments to develop and implement a property control plan for property assigned to the department.
• Property Management Manual
  Department property manual explaining the responsibilities and processes associated with property management

• Purchase Order Receiving Manual
  Instructions for submitting receiving for purchase orders

• SAP Concur
  • Overview
  • How-To Reference Guide
  • Knowledge Base
  • FAQ
  • Cardholder Application/Approval Guide
  • Expenses
    • How to Create a New Expense
    • How to Copy, Cancel, or Recall an Expense
  • Requests
    • How to Create a New Request
    • How to Copy, Cancel, or Recall a Request
• T-Card Program Guide
• Travel Planning Guide

SAP Concur Video Guides

Cash Advances

• Creating a Cash Advance on the Expense (2 min)
• Adding and Removing Cash Advances (2 min)
• Recalling And Deleting Cash Advances (1 min)
• Requesting a Cash Advance (1 min)

Expenses

• Creating a New Expense Report (2 min)
• Itemizing Expenses (2 min)
• Itemizing Nightly Lodging Expenses (3 min)
• Creating an Expense Report Based on a Completed Trip (2 min)
• Creating an Expense Report with Fixed Travel Allowances (in the TA Service) (2 min)
• Creating an Expense Report with Fixed Travel Allowances (2 min)
• Adding an Out-of-Pocket Expense to an Expense Report (2 min)
• Adding Card Transactions to an Expense Report (2 min)
• Entering Personal Car Mileage (2 min)
• Concur Expense New User Interface (7 min)
• Allocating Expenses (1 min)
• Working with Receipt Affidavits (2 min)
• Deleting an Expense Report (1 min)
• Copying an Expense (1 min)
• Printing and Submitting an Expense Report (2 min)
• Correcting and Resubmitting an Expense Report (2 min)

General

• Acting as a Delegate (3 min)
• Converting Foreign Currency Transactions (1 min)
• Troubleshooting Missing Transactions (2 min)
• Adding an Additional Review Step (1 min)
• Sending Back an Expense Report (1 min)
• Adding Attendees to a Business Expense (2 min)
• Reviewing and Approving an Expense Report (2 min)
• Approving Travel Requests (4 min)
• Activating E-Receipts (1 min)
• Working with Available Receipts (4 min)

Profile

• Updating Your Expense Profile (2 min)
• Adding a Delegate (4 min)
• Creating an Attendee Group (2 min)

Requests

• Concur Request New User Interface (7 min)
• Creating and Submitting a Request (3 min)
• Automatically Creating a Request from a Travel Itinerary (3 min)
• Request and Travel Integration - Requesting Approval prior to Booking a Trip (4 min)
• Using Offline Booking to Request Travel (3 min)
• Adding Fixed Allowances to a Request (2 min)
• Closing a Request (1 min)
• Adding an Approved Request to an Expense Report (1 min)