Travel and Expense Management Training

User Guide

This user guide covers everything you need whether you are a Traveler (the person doing the traveling) or a Delegate (the person assigned to manage the traveler’s booking and expenses). This all-in-one user guide includes instructions on how to:

  • Set up your profile
  • Add a delegate
  • Create and submit an expense report
  • And much more

Full Travel and Expense User Guide

Quick Start Guides

The quick start guides are short, two- to three-page overviews of particular topics to help guide users through particular aspects of the Travel Program and Concur System.

Quick Start Guides

Travel Card Training

In order to be eligible for Travel Card training, you must first apply for the Travel Card by completing a Travel Card Application.
If you have departmental approval to obtain a Travel Card but have not yet submitted a Travel Card application, please contact your responsibility center’s business manager for a link to the application. Upon receipt of your application, the Travel Card administrator will approve your access to the Travel Card training module, and you will receive an email with instructions on how to access the module.

How to Request a Cash Advance

University-paid travel cards provide the most convenient and safest way to pay for travel expenses. However, travel advances are available by exception when the traveler is in an area of the world where the Travel Card is not accepted or for extended global travel. For safety reasons, the traveler should carry as little cash as possible. The traveler may not have any outstanding prior travel advances at the time of issue. To request a cash advance, please submit an inquiry to PantherExpress Customer Service.

How To Manually Register Your Travel Itinerary

Faculty, staff, and student employees that are not booking through Concur or Anthony Travel because it is paid for by another host institution are required to manually register domestic and international travel in accordance with the COVID-19 Standards and Guidelines: Travel Management. Complete the following steps to manually register a travel itinerary:

For Domestic Travel Booked Outside of Concur or Anthony Travel

  1. Confirm that emails have been verified by logging into Concur, click on Profile Settings, Personal Information, Email Addresses.
    If your email is verified it will appear with a green check next to it. If there is no green check, please click verify email and follow the instructions. This is the email from which you would forward information. You can have three email addresses. For email addresses, please use the primary account and not an alias.
  2. Next, complete one of the following options:
    • Concur Option
      • forward any travel itinerary not booked through Concur/Anthony Travel to and it will then appear in My Trips with in Concur and in your TripIt App.
    • TripIt Pro App Option
      • Go to the App store on your phone and download TripIt Pro. Use your email address to register your app. Once you have set up the TripIt app you can then forward any itinerary not booked through Concur/Anthony Travel to
      • Open TripIt Pro App and click on bottom left icon Trips, click Add Trip and add information requested.

For International Travel Booked Outside of Concur or Anthony Travel

Visit this page for detailed information and instructions for registering or adding any changes to your trip in the ISOS My Trips portal.