Concur Resources
- Welcome to Concur - Setup and Completing your First Claim
- Student Request for Reimbursement
- Key Updates from Policy 31 - Expenses - A Quick Reference
- Tips and Resources
Resources from Finance and Office of Research
- Policy 31-University Expenses
- Guidelines for UW Expenses + Appendix A
- Checklist - Research Travel Claims (PDF)
Student request for reimbursement details:
Information you may need, based on written approval received by your Advisor/Supervisor:
Please provide all information and in as much detail as possible. All Receipts/Invoices must show proof of payment (What payment method was used, i.e. credit card showing last 4 digits of the number). If the method of payment is not provided on the receipt, additional proof of payment (snippet of the line-item from card) is also required. Any missing information or errors will cause delays to reimbursement. Retain all original receipts until payment has been confirmed.
For virtual events, please attach:
- Registration/membership invoice(s)
- Event schedule
- Event program (full)
- Program page showing abstract/presentation
- Approval email (from Grad Coordinator/Supervisor) stating the research purpose statement for this activity, to add to the claim for compliance requirements.
For in person events, please attach:
- Registration/membership invoice(s)
- Transportation information (taxi, uber, airfare, train etc.)
- Food receipts
- Alcohol ineligibility statement I am not sure how this is functioning
- Accommodation receipts, showing itemized services
- Event schedule
- Event program (full)
- Program page showing abstract/presentation
- Approval email (from Grad Coordinator/Supervisor) stating the research purpose statement for this activity, to add to the claim for compliance requirements.
For other purchases, please attach:
- Invoice(s) showing payment
- Shipment confirmation
- Proof of payment for each expense (snippet of the line-item from card)