Workshop and Training Schedule
Concur New Employee OR Refresher Training (Upon request)
This training is for the infrequent traveler or they would like to brush up on their Concur skills.
In this training, Accounts payable will go over Request, Book and Expense. If you would like to bring in your Request or Expense items we will be there to assist you. This training will provide frequently asked questions and help with the common issues our travelers have with Concur.
This workshop is to assist any Collin College employee that needs assistance with
entering Travel Request, Booking or
Expense Report in Concur.
IT IS REQUIRED AND MANDATORY TO SIGN UP FOR A CLASS BEFORE ATTENDING.
Concur Workshop Schedule
Training is available upon request.
The Workshop sessions are listed below. They are held in a computer lab, therefore space is limited. Registration is Required for attendance. To reserve space, please send an email to email@example.com and specify the date and time you would like to attend.
|Time||Campus||Room||Availability||Type of Training|
|August 14||2-4 pm||CHEC||221||Open||Concur Workshop|
|August 22||2-4 pm||CHEC||221||Open||Concur Workshop|
|August 30||8-8:45 am||CHEC||221||Open||Concur Workshop|
|August 30||9-11 am||CHEC||221||Open||Concur Training|
|September 05||2-4 pm||CHEC||221||Open||Concur Workshop|
|September 11||9-11 am||CHEC||221||Open||Concur Workshop|
|September 17||2-4 pm||CHEC||221||Open||Concur Workshop|
|September 27||9-11 am||CHEC||221||Open||Concur Training|
|October 03||2-4 pm||CHEC||221||Open||Concur Workshop|
|October 09||9-11 am||CHEC||221||Open||Concur Workshop|
|October 15||2-4 pm||CHEC||221||Open||Concur Workshop|
|October 25||9-11 am||CHEC||221||Open||Concur Training|
|October 29||2-4 pm||CHEC||221||Open||Concur Workshop|
Below is information about the types of trainings offered for Concur, what is required
to bring to each
class and the training schedule.
Request Travel → Approvals → Book Travel then Cash Advance Issued → Expense → Approvals
REQUEST & BOOK TRAINING
The first step in the Concur Process. The Request and Book class is required prior to traveling. This class
is for the first time traveler or you would like to start from the beginning .
Required before Request Training :
• Set up profile in Concur. Getting Started
• Agenda or information on the conference or meeting you are attending.
• If Registration, have a completed registration form to attach or receipt of paid registration.
• If traveling on COE funds or your department requires a justification, please
coming to class.
Please have the agenda, registration and COE Justification or department justification for
travel saved to a flash
drive or your H: drive before attending class.
Expense training should be completed after travel.
Required before expense training :
All Receipts except for meals. (You may not have all expenses listed below).
○ Airfare receipt with Agency Booking fee is sent from Corporate Travel Planners. It is an
e-invoice that comes from WS Webservices.
○ Hotel Receipt: Must receive a detailed copy of receipt before leaving hotel. Check to see
if the following are correct before leaving.
▪ Room rate is correct.
▪ Taxes are correct. If Texas, no state tax should be charged.
▪ Make sure Collin College Credit card was used not your personal card.
○ Completed Travel Summary
○ Updated agenda
○ List of meals provided for Travel Allowance. (Meals per diem)
○ Date and Time you departed and returned from conference.
○ If you received a certificate for completion of a course.
○ Registration information
○ Information if this Grant Travel, Innovations Challenge, or the amount is over what
○ If you have more than one Request or Cash Advance attach to the expense report.
○ Address of the conference.
Please have your receipts, completed Travel Summary Report and Agenda saved
to a flash drive or your H: drive before attending class.