Concur

Concur is the online system that all full-time, benefits-eligible employees use to submit expense reports. With Concur, you can get reimbursed for work expenses you’ve paid for out-of-pocket, or reconcile expenses you’ve made on your Northeastern-issued AMEX card.

Use This Tool

Use Concur as a full-time employee
  • Step 1

    Before using Concur, complete the online Concur training. Log in to Canvas, then click on Concur Training.

  • Step 2

    Log in to Concur. Go to myNortheastern, click on Services & Links, click Finance Services for Faculty and Staff, and click on Concur.

  • Step 3

    Click on the Expense tab at the top of the Concur homepage.

  • Step 4

    Select Create New Report.

  • Step 5

    Complete the required fields: Report Name, Business Purpose, Banner Index, Type of Expense, and Country Code.

    (Note: If you select International for Type of Expense, you must complete the International Activity field, and the Country Code cannot be the United States.)

  • Step 6

    Click on Create Report at the bottom of the page.

  • Step 7

    Click the Add button and select Create New Expense.

  • Step 8

    Select the appropriate expense type for the reimbursement.

  • Step 9

    Fill in the required fields: Transaction Date (the date the purchase was made), Type of Expense, Business Purpose (the reason for the purchase), Transaction Amount, and Currency.

  • Step 10

    Click on Attach Receipt Image.

  • Step 11

    Click on Receipt or Upload Receipt Image and click Attach.

  • Step 12

    Click on Save Expense.

  • Step 13

    Click on Submit Report.

  • Step 14

    Verify information and click Submit Report.

Use Concur as a part-time employee
  • Part-time employees should only use Concur to be a “delegate” and file expense reports on a manager’s or another employee’s behalf.

    (Note: Part-time employees who want to be reimbursed for their own out-of-pocket work expenses must use the Expense Voucher Reimbursement Form. Learn how in the “Be reimbursed for expenses” task under How Do I … Plan Travel or Prepare an Expense Report.)

  • Step 1

    Before using Concur, complete the online Concur training. Log in to Canvas, then click on Concur Training.

  • Step 2

    Log in to myNortheastern.

  • Step 3

    Click on Account Settings on the right side of the page.

  • Step 4

    Log in with your employee-sponsored account credentials.

  • Step 5

    Select Sponsored Accounts and Service Requests.

  • Step 6

    Select Request/Modify My Services.

  • Step 7

    Click on the arrow next to Administrative Services.

  • Step 8

    Click on the arrow next to Concur Expense Management.

  • Step 9

    Click on Request This Service and input supervisor and the date range during which you’ll require access to this service.

  • Step 10

    Click on Submit Service Request. Your supervisor will receive an email asking them to approve your Concur access. Once approved, it typically takes 24­–48 hours for the Concur link to appear on your MyNortheastern page.

Use Concur mobile app
  • Step 1

    Go in to your phone’s app store/play store and search for Concur.

  • Step 2

    Once the app is downloaded, open it.

  • Step 3

    Hit sign in.

  • Step 4

    Select the SSO company code log in option.

  • Step 5

    Enter Northeastern’s company code: E7HCMK.

  • Step 6

    Enter your normal myNEU log in information.

  • Once logged in you will not be asked this information again.

Act as a "delegate" or "another user" in Concur to file an expense report on another employee's behalf
  • Step 1

    Before using Concur, complete the online Concur training. Log in to Canvas, then click on Concur Training.

  • Step 2

    Log in to Concur. Go to myNortheastern, click on Services & Links, click Finance Services for Faculty and Staff, and click on Concur.

  • Step 3

    Click on Profile in the top right corner. In the drop-down menu, click on Acting as Another User.

    (Note: If you do not see that drop-down, no one has assigned you a role as a delegate, preparer, or previewer.)

  • Step 4

    Start typing the employee’s last name in the box.

  • Step 5

    Select the employee from the drop-down menu.

  • Step 6

    Click on Start Session. You should see a green Acting as Employee box in the top right corner.

  • Step 7

    Once the tasks are complete, click on the green Acting as Employee box.

  • Step 8

    Click on Done Acting for Others. This will bring you back to your own profile.

Reconcile expenses paid for with an AMEX CBS (Blue) card
  • Step 1

    Go to myNortheastern, click on Services & Links, go to Finance Services for Faculty and Staff, and click on Concur.

  • Step 2

    Click on the Expense tab at the top of the Concur homepage.

  • Step 3

    Click on the already-created Statement Report. (Note: Please do not remove any credit card transactions from this report.)

  • Step 4

    Click on the drop-down arrow next to Report Details.

  • Step 5

    Click on Report Header. Everything in the Report Header should be auto-filled except for Type of Expense.

  • Step 6

    Fill in Type of Expense as Domestic or International. (Note: If you choose International, you must complete the International Activity field, and the Country Code cannot be United States.)

  • Step 7

    Click on Save.

  • Step 8

    Verify that all of the required fields are completed correctly: Transaction Date (the date the purchase was made), Type of Expense, Business Purpose (the reason for the purchase), Transaction Amount, and Currency.

  • Step 9

    Click on Attach Receipt Image.

  • Step 10

    Select Receipt or Upload Receipt Image and click Attach.

  • Step 11

    Click on Save Expense.

  • Step 12

    Click on Submit Report.

Reconcile expenses paid for with an AMEX IBCP (Green) card
  • Step 1

    Go to myNortheastern, click on Services & Links, click on Finance Services for Faculty and Staff, and click on Concur.

  • Step 2

    Click on the Expense tab at the top of the Concur homepage.

  • Step 3

    Select Create New Report.

  • Step 4

    Complete the required fields: Report Name, Business Purpose, Banner Index, Type of Expense, and Country Code. (Note: If you select International for Type of Expense, you must complete the International Activity field, and the Country Code cannot be United States.)

  • Step 5

    Click on Create Report at the bottom of the page.

  • Step 6

    Click the Add button. You will see the expenses charged on your IBCP AMEX.

  • Step 7

    Select all AMEX charges that need to be added to the report.

  • Step 8

    Click on Add to Report.

  • Step 9

    Verify that all of the required fields are completed correctly: Transaction Date (the date the purchase was made), Type of Expense, Business Purpose (the reason for the purchase), Transaction Amount, and Currency.

  • Step 10

    Click on Attach Receipt Image.

  • Step 11

    Select Receipt or Upload Receipt Image and click Attach.

  • Step 12

    Click on Save Expense.

  • Step 13

    Click on Submit Report.

Allocate an expense to another index
  • Step 1

    Complete an expense report as described in the “Be reimbursed for expenses” task under How Do I … Plan Travel or Prepare an Expense Report.

  • Step 2

    Select the expense you want to allocate from your expense list.

  • Step 3

    On the left side of the page, below Details, click on Allocate.

  • Step 4

    Above the Add button, you will see Edit. Use the drop-down menu to select Percent or Amount.

  • Step 5

    Click on Add.

  • Step 6

    Click in the Banner Index box and type in your requested index.

  • Step 7

    Click on Add to List.

  • Step 8

    Verify the percentage or amount to be allocated to each new Banner Index.

  • Step 9

    Click on Save.

  • Step 10

    Click on Save Expense.

Recall an expense report
  • Step 1

    Go to myNortheastern, click on Services & Links, go to Finance Services for Faculty and Staff, and click on Concur.

  • Step 2

    Click on the Expense Report you need to recall.

  • Step 3

    In the right corner, click on Recall Report.

  • Step 4

    Select Yes.

Correct and resubmit an expense report
  • Step 1

    Go to myNortheastern, click on Services & Links, click on Finance Services for Faculty and Staff, and click on Concur.

  • Step 2

    Click on the Expense tab at the top of the Concur homepage.

  • Step 3

    The returned report will have a comment indicating what needs to be corrected.

  • Step 4

    Select the returned report and make the requested changes. (Note: If you cannot see the full comment, click into the report, click on Report Details, select Report Timeline, and view the full comment).

  • Step 5

    Click on Save Expense.

  • Step 6

    Click on Submit Report.