Concur Travel and Expense

This instructor-led training class provides an introduction to the Concur Travel and Expense system including the four modules – Request, Travel, Expense, and Invoice – as well as setting up profiles, delegates, and default FOAPAL information and booking travel.  This class is required for all P-Card cardholders and UA employees seeking reimbursement (and their delegates), as well as any UA employees submitting requests to pay non-UA individuals and/or entities.  This class fulfills the Concur training requirement for new Concur users to gain system access.  Please register for the Concur Instructor Led class via the UA LMS.

Upcoming Concur Sessions

  • Friday, August 30, 9:00 a.m. – 10:30 a.m.
  • Tuesday, September 10, 2:00 p.m. – 3:30 p.m.
  • Tuesday, September 17, 3:00 p.m. – 4:30 p.m.
  • Thursday, October 3, 9:00 a.m. – 10:30 a.m.
  • Wednesday, October 9, 2:00 p.m. – 3:30 p.m.
  • Friday, October 18, 9:00 a.m. – 10:30 a.m.

Concur Training Registration


P-Card Policies & Procedures

In the P-Card Policies & Procedures instructor-led class, learners receive an overview of the basic policies and procedures that pertain to the use of The University of Alabama’s Purchasing Card.  The P-Card Policies & Procedures class is required for all new Cardholders and Reconcilers.  This class fulfills the training requirement for new P-Card Holders . This class can also be taken as a refresher course for someone who has been a Cardholder/Delegate or someone in the department who might need knowledge of how to make a P-Card purchase.  Please register for the P-Card Policy and Procedures class via the UA LMS.

Upcoming P-Card Sessions

  • Tuesday, August 20, from 1:30 p.m. – 2:30 p.m.
  • Friday, September 6, 9:00 a.m. – 10:00 a.m.
  • Thursday, September 19, 3:00 p.m. – 4:00 p.m.
  • Wednesday, October 2, 11:00 a.m. – 12:00 p.m.
  • Friday, October 18, 11:00 a.m. – 12:00 p.m.

P-Card Training Registration


Concur Help Sessions

Concur Help Sessions offer a come-and-go lab format where you can work with your own real-world expenses.  Instead of a structured training, this is an in-person session where the UA Concur Team will be available to help with questions and concerns.  The scheduled times are below and all sessions will be held in the Procurement Services Building training room.  In order to ensure that we have enough space and resources available, we recommend registering in advance.

Upcoming Sessions

  • Wednesday, August 28, from 1:30 p.m. – 3:00 p.m.
  • Wednesday, September 18, from 1:30 p.m. – 3:00 p.m.

Concur Help Session Registration

 

Did You Know?Did you know that we offer individual Help Session via Bomgar screensharing? Email Concur@fa.ua.edu to schedule a screensharing session and include a brief description of what you need help with.


Concur Training Videos and Guides

We encourage you to make use of our library of training videos and guides available on the Concur.ua.edu website at any time. 

 

Online Concur Travel and Expense

This course provides an introduction to the Concur Travel and Expense system including the four modules – Request, Travel, Expense, and Invoice – as well as setting up profiles, delegates, and default FOAPAL information and booking travel. This online course fulfills the Concur training requirement for new Concur users to gain system access. The Concur eLearning course is available via the UA LMS.

Please contact concur@fa.ua.edu if you would like to set up special on-campus Concur instructor-led training for your department.