eExpenses training and support

Training, guidance and support available for claiming or approving expenses in SAP Concur eExpenses

eExpenses go-live for your department or college

SAP Concur eExpenses will be live in Social Sciences division from 18 October, but check with your department when you should start using it for claiming most expenses.    eExpenses will be available for other departments and participating colleges from mid-November with individual departments (and colleges) choosing when to introduce it and when to stop accepting the current paper expenses claim form, in the window until it is retired at Easter 2022. You should hear from your department or college when to start using eExpenses. If in doubt, check with your departmental or college finance or admin team.

 

CoSy training courses

Training is available for both claimants and approvers and budget-holders via CoSy, our course booking system.  The training is not mandatory but is recommended.

  • Log into CoSy and click the Course Search tile. Enter Expenses into the Course Title/Keyword field and click the Search button. Work though the screens and return to the Dashboard. Your training will be available from the My E-Learning tile
  • You can return to any section of the training at any time

Claimant course

The claimant course will take approximately 1 hour to complete. You will learn how to:

  • Set your profile
  • Create claims
  • Allocate & itemise claims
  • Upload receipts
  • Use the mobile app

Approver and budget-holder course

The training for approvers will take approximately 45 mins. You will learn how to:

  • Add delegates
  • Deal with departmental and budget-holder approvals
  • Check allocations & itemisations

CoSy SIGN-IN

      How To videos

      Once you start using eExpenses you might find it easier to refer to a short How To Video for tasks that are rarely performed such as allocating the costs to different account code combinations or projects.  Again, there are different versions aimed at both claimants and approvers and budget-holders.  Each video lasts no longer than three minutes.

      These videos can be accessed from the Financials Training web page.

      ACCESS HOW TO VIDEOS

      Quick Reference Guides

      There are also short guides available online of to print off showing the key actions required for using eExpenses:

      SAP Concur 24/7 support desk

      If you need further help using eExpenses you should contact the SAP Concur 24/7 support desk. This is your first port of call for queries about using the eExpenses system and should resolve your question. You can access support by phone or via Help within SAP Concur, which also offers the option to use Chat.

      Phone:

      • UK: 0800 389 8758
      • UK toll number for EMEA (Europe, Middle East and Asia): +44 2037 936933
      • Worldwide: see contact details within SAP Concur itself

      If your issue relates to logging in, detail about the University’s Expenses Policy or expenses payment you might be referred elsewhere.

      EXPENSES CLAIM FORM (XLS)

      For use until eExpenses live in your department

      SAP Concur eExpenses 

      For use when eExpenses live in your department.

      Mobile code: 95D6V7

      Company/SSO code for first time SAP Concur mobile app log-in, when eExpenses live in your department

      Downloads and related links

      Guidance and support

      Help

      SAP Concur 24/7 support: 0800 389 8758 

      Payment query: payments@admin.ox.ac.uk