Mastering Research Expense Reimbursements in Concur

Build your confidence in research expense reimbursement submissions using Concur by joining Financial Services’ FAST (Financial Advisory Services & Training) team and VPRI staff for an interactive workshop. Designed to support research administrators at all experience levels, this session will walk through what documentation is required for research expense reimbursements and highlight common pitfalls to avoid. Participants will be guided through the Concur system step by step, including how to enter key details, upload supporting documents, understand workflows, and ensure expense reimbursements are routed to the correct approvers. You will leave with a clear and consistent approach to managing research expense reimbursements, along with the know-how to submit accurate, and audit-ready research expense claims with confidence.

Please note: Prior familiarity with basic Concur functionality is strongly recommended. Introductory training and resources are available on Financial Services’ Concur Travel & Expense Support Site.
 

Learning Outcomes

• Understand how to use Concur effectively to submit complete and accurate research expense reimbursements
• Recognize common research expense reimbursement documentation issues and apply strategies to avoid frequent pitfalls
• Identify and retain essential supporting documents required to substantiate research expense reimbursement claims and meet audit requirements

Key Takeaways

1. Reviewers/approvers in Concur need to be mindful that expense reports charging research:​

   • Include an explanation of how the expense relates to research​

   • Are charged to the correct FIS accounts.​

2. Retaining backup information is important! This ensures there is audit evidence for expenses claimed against research grants​