Travel & Expense System Trainings

A brief overview of the July 2026 expansion and the why behind this project.  

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Watch this video detailing the purpose of the project

A brief overview of the changes introduced with the July 2026 expansion of Travel & Expense.

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Watch this video detailing what will be changing when the expanded system goes live on July 1, 2026

This tool will provide guidance on how different users may interact with Travel & Expense. The guidance is based on individual classifications, such as employees, students, DCCs, etc., and helps answer questions such as who can be cardholders, whether a Travel Authorization Request is required, how to pay for travel, and how to reimburse out-of-pocket expenses. The tool also provides relevant policy links that should always be reviewed.  

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons) 
• Action Item: Review this tool to help provide user guidance and review specific policy links.  

A brief overview of how to log in to the Travel & Expense system.  

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Watch this video for step-by-step instructions on how to log in to the system

A brief overview of the layout of the Travel & Expense platform and how to update your profile to optimize your use of the program and its features.  

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this micro-training and update your profile in the system

A brief overview of e-Receipts, which help reduce the number of paper receipts by having the vendor send them automatically to the Travel & Expense system, making it easier for you to complete your expense reports. 

• Audience: Cardholders
• Action Item: Review this training video and activate the e-Receipt feature within Travel & Expense.

A step-by-step guide to assist all Travel & Expense users in verifying their email address so they can email receipts into their Travel & Expense profile.

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this training video and verify your email address(s) within Travel & Expense

A step-by-step guide to assist travelers with setting up their travel profile to ensure they can leverage the features of this platform.  

• Audience: Travelers and travel arrangers
• Action Item: Review this micro-training and update your travel profile in the system

A step-by-step guide to assist cardholders with setting up their expense profile and leveraging the intuitive features of the Travel & Expense system.

• Audience: University cardholders, their delegates and employees seeking reimbursement
• Action Item: Review this training on how to update your expense profile in the Travel & Expense system

A step-by-step guide to assist users with emailing receipts into their Travel & Expense profile.

• Audience: Travelers, cardholders, and employees seeking reimbursement 
  Action Item: Review this micro-training to learn how to email receipts directly into your profile

An overview and step-by-step guide for users on adding delegates to assist them on their behalf.

• Audience: Travelers, cardholders, employees seeking reimbursement, and approvers (fiscal officers, supervisors, and account managers)
• Action Items: Review this training if you are someone who will be setting up or making updates to delegates in the expanded Travel & Expense system

A brief overview on how to email receipts as a delegate.  

• Audience: Expense delegates
• Action Item: Review this micro-training for guidance on emailing receipts

This training shows you how to download, sign in to, and use the SAP Concur mobile app, an optional feature of the University of Arizona Travel & Expense System. You will also explore Tript Pro, another optional benefit, and learn how to access your subscription through the Travel & Expense Booking Tool. 

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this training to learn how to download and use the optional mobile apps.  

This page provides an overview of the different fund types by account number and outlines the intended use for each.

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this page to familiarize yourself with the different fund groups represented by the account number. We recommend working with your business office to review specific funds and accounts you will use in Travel & Expense

In this training, users will learn how to write a university business purpose for their transactions.  

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement, and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this training to learn how to write a complete business purpose before making university purchases

These pages will help you understand what is and is not allowed on university funds and on a University Card.

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement, and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this page to familiarize yourself with what is unallowable on university funds. Review the purchasing methods table to see what can and cannot be purchased on a University card.

In this training, users will get review the different University Card types available to employees.  

• Audience: Cardholders, travelers, delegates, fiscal officers and business office employees
• Action Item: Review this training and work with your business office to discuss what card type is needed for employees in the expanded Travel & Expense system

This page gives an overview of the new University Card program and reviews each card type to help employees choose the right card type.  

• Audience: Cardholders, travelers, delegates, fiscal officers and business office employees
• Action Item: Review and socialize this page with potential cardholders and business offices ahead of the July 2026 expansion

This tool helps employees understand which University Card might be right for them.

• Audience: Cardholders, travelers and business office employees
• Action Item: Review and socialize this tool with potential cardholders and business offices ahead of the July 2026 expansion

The project team has gathered feedback from our advisory group sessions, campus feedback and other sources to help answer questions about the University Card program and how employees can choose the right card for them.  

• Audience: Cardholders, travelers, delegates, fiscal officers and business office employees
• Action Item: Review our FAQs with potential cardholders and business offices

The University ProCard training provides employees with an overview of the University Card Program, including policy requirements and compliance expectations. Employees who would like to apply for a ProCard must complete this training before receiving approval. We also strongly recommend this training to ProCard Delegates, Fiscal Officers (and their delegates), and Business Office employees.

• Audience: ProCard holders, delegates, fiscal officers and business office employees
• Action Item: All ProCard holders must complete this training in EDGE learning before applying for a ProCard. Once completed, save the certificate of completion and upload it along with your new card request in Travel & Expense

The Travel & Expense University Card training provides employees with an overview of the University Card Program, including policy requirements and compliance expectations. Employees who would like to apply for a TravelCard or OneCard must complete this training before receiving approval. We also strongly recommend this training to card delegates, fiscal officers (and their delegates), and business office employees.  

• Audience: TravelCard and OneCard holders, delegates, fiscal officers and business office employees
• Action Item: All TravelCard and OneCard holders must complete this training in EDGE learning before applying for either card. Once completed, save the certificate of completion and upload it along with your new card request in Travel & Expense   

This training walks cardholders through the various types of card service requests, such as new card requests, updates to current cards, self-reported violations, and card closures. Each lesson will introduce a specific request type, what it is used for, key policies to remember, and tips to help you submit your request correctly. 

The training link below will provide brief (2-3 minute) step-by-step training on the following topics: Getting Started With Card Services Requests, New Card Requests, Changing of Mailing Address, Purchase Exception, Permanent Card Limit Change, Self-Report or Non-Compliance Request, Suspend or Reinstate Card, Close Card, and Wrap Up.

• Audience: Cardholders, delegates, fiscal officers and business office employees
• Action Item: Review this training to learn how to request, manage, and close University Cards

This guide provides information on how to reconcile and submit ProCard Statement Reports

• Audience: All ProCard holders and their delegates. 
• Action Item: Review this document to help guide you with reconciling and submitting your ProCard Statement.

This training provides a general overview of how to review, reconcile and submit ProCard Statement Reports.

• Audience: All ProCard holders and their delegates.
• Action Item: Review this training to help guide you with reconciling and submitting your ProCard Statement.

This guide provides information on how to create, reconcile, and submit both Travel and Non-Travel Expense Reports

• Audience: Employee’s seeking out-of-pocket reimbursement and their delegates.
• Action Item: Review this document to help guide you with reconciling and submitting your Expense Reports. 

This training will show you how to create a non-travel expense report to help get you started with reconciling your University Card and out-of-pocket expenses from your university business purposes.  

• Audience: All TravelCard & OneCard holders and their delegates. Employees seeking out-of-pocket reimbursement and their delegates.  
• Action Item: Review this training to learn how to create a non-travel expense report.  

This training shows users various ways to add attendees to an expense report. Adding attendees is required for business meals, meals, and refreshments provided for events and training, open event meals, and lodging.  

• Audience: Cardholders, delegates, fiscal officers, business office employees, employees seeking reimbursement and account managers
• Action Item: Review this training if you have a business meeting that has a large number of attendees

This training offers a clear guide to understanding how to complete Arizona Use Tax fields in Travel & Expense and provides key materials to help you complete the reconciliation process effectively. 

• Audience: Cardholders, delegates, fiscal officers, business office employees, employees seeking reimbursement, and account managers
• Action Item: Review this training to learn how to complete the Arizona Use Tax fields in Travel & Expense. After taking the training, you can use this tool to help you make determinations of Arizona Use Tax while reconciling transactions in Travel & Expense.   

This live virtual course helps you understand the newest updates in University Card policy and helps you avoid common pitfalls and mistakes of card usage.  

• Audience: Cardholders, delegates, fiscal officers, business office employees and card liaisons
• Action Item: Sign up for this live virtual course to help brush up on card compliance topics like new policies and frequent pitfalls of card use

This training will provide guidance on the university travel policy to help travelers and approvers understand what is and is not allowed while on Travel Status. Please note that this content is included in the Travel & Expense University Card Training.

• Audience: Travelers, traveler arrangers, business office employees, fiscal officers and delegates
• Action Item: Review this training to better understand the university travel policy before making or approving travel purchases

This training will provide travelers with guidance on how to get started with the Travel & Expense system and complete a travel authorization prior to travel. You can also get information on using the Travel Mobile Apps.  

• Audience: Travelers, traveler arrangers, business office employees, fiscal officers and delegates
• Action Item: Review this training to learn how to get started in the Travel & Expense system and complete a Travel Authorization prior to traveling and travel purchases 

This training will help guide you through the process of setting up your travel profile, travel arrangers, and request delegates to prepare you for university business travel.

• Audience: Travelers and business office employees
• Action Item: Review this micro-training to learn how to set up your travel profile, arrangers, and delegates.

This training will help guide you through the process of making a Travel Request (formerly called a Travel Authorization) in Travel & Expense to get approval before making purchases or traveling on university business.

• Audience: Travelers & their delegates and business office employees
• Action Item: Review this micro-training to learn how to complete a Travel Request

This training will help guide you through booking travel inside the Travel & Expense booking tool, as well as how to book travel using the Anthony Travel Agents.  

• Audience: Travelers, traveler arrangers and business office employees
• Action Item: Review this training to learn how to book travel in the booking tool and to contact and use the Anthony Travel Agents to book travel on your behalf

This training will show you how to use the scan receipt feature in Travel & Expense to scan in a hotel receipt to help you with the itemization process required for lodging purchases.  

• Audience: Travelers, traveler arrangers, delegates, fiscal officers and business office employees
• Action Item: Review this training to learn how to use the scan receipt feature for lodging itemization in a Travel Expense Report

This training will show you how to create a travel expense report to help get you started with reconciling your University Card and out-of-pocket expenses from your approved university travel.  

• Audience: Travelers, expense delegates, fiscal officers, and business office employees
• Action Item: Review this training to learn how to create a travel expense report  

In this training, you will learn how to add a travel allowance (otherwise known as meal per diem) to a travel expense report that did not pull the travel allowance from the travel request (or one was not added to the travel request).  

• Audience: Travelers, expense delegates, fiscal officers, and business office employees
• Action Item: Review this micro-training to add a travel allowance to a travel expense report and this micro-training to add a travel allowance for a multi-city trip to a travel expense report

This guide provides information on how to review and approve requests and expense reports.

• Audience: All Approvers (fiscal officers, supervisors, account managers, and card liaisons) 
• Action Item: Review this document to help guide you with approvals. Concur also has provided this approver information on Requests and Expense Reports that may be helpful

This micro-training provides all approver types with a basic overview of the approver dashboard, navigation, and expectations.

• Audience: All Approvers (fiscal officers, supervisors, account managers, and card liaisons) 
• Action Item: Watch this micro-training to help you get started as an approver in Travel & Expense

This micro-training provides supervisors with the training they need to review and approve requests in Travel & Expense

• Audience: Supervisors and their delegates
• Action Item: Watch this micro-training to teach you how to make request approvals in Travel & Expense.

This guide provides information on how to create, reconcile, and submit both Travel and Non-Travel Expense Reports

• Audience: Employee’s seeking out-of-pocket reimbursement and their delegates.
• Action Item: Review this document to help guide you with reconciling and submitting your Expense Reports. 
   

This guide provides information on how to retake a class in EDGE Learning

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this document to help guide you to retake an EDGE Learning class that you have previously completed.
   

This guide provides information on how to view your completed learning and print your certificates of completion EDGE Learning.

• Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons)
• Action Item: Review this resource to help you view your completed courses in EDGE Learning and to learn how to print your certificate of completion.