Expense Claims

Expense claims (e.g. for a conference or training) are done online.

Using Concur

Concur uses your WatIAM userid and password. If you aren't logged in, and inadvertently end up at the Concur home page, it will present a login that won't work. The Waterloo login page looks quite different, and explicitly mentions the University of Waterloo.

Submitting a Claim

• email Jackie (jhilts@uwaterloo.ca) and say what the expense is for, she will need to provide an account number;
• scan/email all receipts to yourself;
• using Concur, create a report, with the provided account code, attaching all receipts;
• it comes to your supervisor for approval.

Who Approves a Claim

Who Concur sends to for approval is something that you set! After you login to Concur, click on the "Profile" icon in the upper right corner, then "Profile Settings", then "Expense Approvers" (in the "Expense Settings" section on the left).

Troubleshooting Webbrowser specific issues

Safari on Mac OS X

Setting up Concur for Mobile use

Michael Terry writes: I recently had to scan in a bunch of receipts, and found Concur Mobile to be the fastest way to get them into the system. However, getting and setting up the app is not necessarily intuitive.

To help others, here are the steps to get this up and running:

• Install the Concur Mobile app on your phone
• Log onto Concur and click the "App Center" button at the top of the page (https://www.concursolutions.com/UI/appcenter/summary)
• Locate the "Concur Mobile" section and click on its "Learn More" button
• From here, you need to get the university's company code to put into the mobile app
• On the mobile app, to log in, click the link for the Company Code.
• Enter the company code from above. This should then redirect you to the university's standard login page
• Once you've logged in, take pictures of receipts. I save them as receipts, then select them when creating individual expenses.