Getting Started | Concur Travel & Expense Management | Duke

Getting Started with Concur

Verify your name
Verify your Duke and other email addresses
Enable e-Receipts option
Load loyalty numbers for airlines, hotels and rental car companies
Add delegates and travel arrangers that will help manage travel
Establish a Mobile PIN and install the Concur- ExpenseIt and TripIt mobile apps

Quick Start Reference Guides

Mobile Apps

Concur Mobile

Concur App

Concur App

Concur Mobile features:

Management of flight, hotel and car rental itineraries
Capture and track mileage
Creation of expense reports from photos of receipts
Submit and approve expense reports
Categorizes and maps expenses based on receipt images

TripIt Pro

Tripit App

Tripit Pro App

Tripit Pro features:

Check-in Reminder -notifies you 24 hours prior to your flight
Point Tracker -keeps track of your rewards programs
Itinerary management-send travel plans to a select group of your choice
International Travel Tools -provides country specific travel information
Flight Status, terminal and gate reminders-provides real time alerts
Security Wait Times
Airport navigation and alerts
Neighborhood safety scores

*User Awareness Guidelines for Tripit Pro

Concur Icons

The following are the most commonly used Concur icons and a brief description of what each indicate. For a full list of icons see the Travel and Expense Icon Guide from Concur

Icon	Name	Description
	Trip Data	Indicates trip information from an itinerary
	Ground	Indicates that the expense entry originated from a ground transportation itinerary
	Credit Card Transaction	Indicates that an expense entry was a credit card transaction
	Electronic Receipt	Indicates Electronic receipt has been sent by the vendor to the user's account
	Exception	Indicates an exception must be resolved before submission
	Alert	Indicates an exception that does not prevent submission
	Full Allocation	Indicates that the expense entry has been fully allocated
	Partial Allocation	Indicates that the expense entry has only been partially allocated
	OCR Receipt	Indicates than an expense entry has an Optical Character Recognition (OCR) receipt
	Receipt Required	Indicates that an imaged receipt is required
	Receipt Attached	Indicates that the required receipts have been attached
	Receipt Affidavit	Indicates a missing receipt affidavit has been attached to the expense
	XML Receipt Attachment	Indicates that an XML receipt is attached to the expense
	Report Returned	Indicates that the approver returned a report back to the submitter with content
	Personal Expense	Indicates that an expense entry was marked as personal
	Credit Card Transaction	Indicates that a credit card transaction includes additional data
	Report Ready for Review	Indicates that the expense report has been reviewed by a delegate and is ready for delegator review and submission