General Navigation of the Home Page - Concur

Once you've logged into Concur, select the **"Home"** drop down menu to access various tool functionality based upon your user roles and permissions.

Access **Concur Travel**, where users can book travel and view upcoming trips. Accessible to all employees and to travel arrangers for employees assigned to them. Please note: Concur Travel is not required for use by Duke. Your business unit may or may not use this tool functionality.

Access **Concur Expense** where users and their expense delegates can create expense reports including corporate card and out-of-pocket expenses.

If you are an approver, you will see the **Approvals** tab. This tab provides approvers access to review and approve submitted expense reports. Please note: Not all users will see Approvals.

If you have been assigned a reporting role, this tab displays providing access to Concur reports. Please note: Not all users will see Reporting.

Select the **App Center** to access the mobile apps that are integrated with Concur.

The Duke branded quick task bar provides access to a variety of tasks. Select **Start a Report** to launch an expense report header to begin a report.

Select **Required Approvals** to launch the Approvals home page. The number of expense reports requiring approval displays.

Select **Available Expenses** to open the Expenses home page to view the list of corporate card expenses provided by Bank of America and any e-receipts, receipts loaded via ExpenseIt, or receipt PDFs uploaded manually. The number of available receipts requiring action displays.

Select **Open Reports** to open expense reports which includes reports in a saved state, reports ready to be submitted, reports that are in workflow, and reports that have been returned. The number of open reports indicates the number of open reports.

Select the blue circle in the upper right corner to open your **Profile**. The Concur Profile provides all employees access to their profiles, where they can validate their name, email address, activate e-receipts, designate travel arrangers, add credit cards, and set-up a mobile device.

Select the blue circle to open your personalizations to either update your **Profile Settings** or to **Act as Another User** if you are an expense delegate.

The Information icon provides access to various resources and Concur provided training that may be helpful in using the tool.

The **Trip Search** provides access to book a trip and **My Trips** provides access to trips you've scheduled through Concur Travel. Please note: This functionality may or may not be used by your business unit.

The **My Task** portion of the screen provides an additional way to access expense reports requiring approvals, expenses available in Concur, and open expense reports. Select on each title or individual item to open that page or item.