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.