FAQs

You can upload your legible receipts into Concur directly from your computer or you can download the Concur Mobile app and take legible photos of the receipts. Additionally, you may email receipts to [email protected] from your verified email address.

Please review Setting Up Your Concur Profile for detailed instructions

You can add as many delegates as you want.

No, delegates must be set up by the user.

No, delegates can only prepare the report.

No. Student Non-Employees and Student Employees are not opted in and therefore do not have access. The department needs to create and submit the report on behalf of the Student by selecting "CU Non-Profiled Payee" as the type of report in Concur or by using this link.

No. Student Non-Employees and Student Employees are not opted in and therefore do not have access. The department needs to create and submit the report on behalf of the Student by selecting "CU Non-Profiled Payee" as the type of report in Concur or by using this link.

No, expenses over 365 days old will not be reimbursed.

Yes, but you will be subject to income tax withholding.

In order for Columbia to maintain its Accountable Plan with the IRS, all expense reimbursements submitted after 120 days are reported to Payroll as imputed income and added to the employee’s W-2 wages and tax is withheld.

It is rare to avoid this, so be sure to submit your reimbursement in a timely fashion.

Yes, you absolutely can.

A flight may be upgraded to business or first class if there is a documented condition as to why an upgrade is necessary, or if the flight is in excess of 5hrs. If an upgrade is necessary, please obtain a quote for a round- trip economy flight as well as the time of booking and submit with your purchased ticket. The difference in the airfare total will be documented.

For departments outside of  WEAI, they will need to enter the below information in the "report header" field if they are using our chart string and require approval: (1) Type of Report: CU Business Expenses (2) School: A&S Core – Interdisciplinary (410000X) (3) Division: A&S Institutes (41NS00X) (4) Sub-division A&S Weatherhead E Asian Inst (410900X) (5) Admin Department (4109102)

You can access Concur from your desktop, laptop, tablet, or mobile phone.

We recommend saving all your receipts as PDF (Portable Document Format).

After you have added Expense Items to the Expense Report you created. First, Select the checkbox(es) next to the Expense Items you are allocating to alternate ChartStrings. Second, Click the Allocate button. The Allocate screen appears indicating the Default (ChartString) for the report is allocated for 100%. Third, Click the Add button. The Add Allocation window appears. Fourth, Edit the desired ChartFields and click Save. The ChartString is listed in the Allocation Screen. If needed, repeat steps 3 and 4 to add additional ChartStrings to the Allocation. Fifth, Indicate the Percent % of each ChartString in the allocation. Alternatively, you can select Amount and indicate the amount for each Chartstring in the allocation. If the allocation of the ChartString(s) you added is less than 100%, the remaining percent or amount will be allocated to the Default. Sixth, Click the Save as Favorite button to save this Allocation to re-use for future Expense Reports and then click Save.

Please view the full Job Aid here for instructions on how to Delete or Recall an Expense Report.

Please view the full Job Aid here for instructions on how to Append Additional Receipts or Documentation to an Expense.

If you have further questions, please contact Suzann de la Pena at [email protected], Willson Nguyen at [email protected]. or [email protected] . Alternatively, you can contact the Finance Service Center

As of December 7, 2021, please refer to this presentation on event rules. 

The first step before purchasing promotional items is to choose one of the following vendors are licensed to use Columbia trademarks for promotional giveaway items: Approved Promotional Vendors

The second step is to determine if the amount of the purchase will be less than or more than $2,500. Purchases from approved promotional vendors under $2,500 can be paid for using the P-Card. If the amount of the purchase is $2,500 or more, it will require the issuance of a Purchase Order.