SAP Concur is now in use for all employees to submit expense reports and reconcile VIU PCard transactions.
Login with your VIU email address, click "Next", then click "VIU Single Sign-on".
Quick tips
Delegates
SAP Concur's default state is for each person to do their own expense claims, PCard reconciliations, and approvals. However, there is a solution to this: setting up delegates. Please refer to the web guide and training videos below to learn how to set delegates and act as a delegate.
Approval structure
SAP Concur includes two levels of approvals before an expense claim or PCard reconciliation is reviewed by Accounts Payable. The first level is work-order-based and the second level is manager-based.
The work order approval structure is found in the FIS report "Work Order Financial Approvers" and was developed to provide automated Procurement workflows. SAP Concur will automatically redirect claims if the employee is both the submitter and the work order approver. After a claim has been approved at the work order level, it will go to the employee's manager for review as well.
Resources
What can and cannot be purchased on a PCard or expense claim?
How to access SAP Concur chat support
Guides
Expense Report Videos
Web
- Full training session (18 mins)
- Create a report (1 min)
- Add an expense manually (2 mins)
- Mileage (2 mins)
Android
- Create a report (2 mins)
- Add an expense manually (2 mins)
- Add an expense via photo (2 mins)
- Mileage (2 mins)
iPhone
- Create a report (2 mins)
- Add an expense manually (2 mins)
- Add an expense via photo (2 mins)
- Mileage (2 mins)
PCard Videos
Web
- Full training session (19 mins)
- Create a PCard reconciliation (3 mins)
- Reconcile PCard transactions (4 mins)
Android & iPhone
Videos for both Expense Reports and PCards
Web
- Review and approve a report or PCard reconciliation (2 mins)
- Itemize expenses (split 1 purchase containing personal items or multiple expense types) (2 mins)
- Allocate expenses to multiple work orders (3 mins)
- Add attendees to an expense (to allocate to multiple people) (2 mins)
- How to set delegates (2 mins)
- How to act as a delegate (1 min)
Android
- Review and approve a report or PCard reconciliation (2 mins)
- Add attendees to an expense (to allocate to multiple people) (2 mins)
iPhone
- Review and approve a report or PCard reconciliation (2 mins)
- Add attendees to an expense (to allocate to multiple people) (2 mins)