Columbia has introduced a new Travel and Business Expense Reimbursement platform: Concur. All employees in the Department of Biological Sciences (including faculty, staff, postdocs, research scientists, etc.) should use Concur to process reimbursements. Students (including graduate students) do NOT have roles in Concur. Students should scroll down to the Student Expenses section for information on how to submit your expenses for reimbursement. Here is a high level overview presentation about Concur, created by Columbia Law School.
This page is intended as a guideline. Questions about expenses should be sent to [email protected].
Section on this page:
We recommend that all Concur users sign up for Concur Travel and Expense training in ELM, Columbia's Enterprise Learning Management system.
- Access Concur from the "Log Into Concur" button on the landing page of the Travel and Expense Portal
- Log in with your UNI and password
- Concur requires multi-factor sign-in authentication utilizing DUO
- A log in warning dialog appears, reminding you to review and update your profile settings
- Click OK, and you will be directed to the homepage of Concur
Profile Set Up/Assigning Delegates
If you have a lab manager who will be processing your reimbursement requests, please assign them as a delegate to your profile using the instructions below. Please note that while a delegate can create and edit your expense, you MUST log in and submit the expense for it to be approved. A delegate cannot submit an expense for review.
- Training Guide: Setting up Your Concur Profile for Expense (Only) Users (pdf) – Use this training guide for everything you need to know about setting up your expense profile.
- Please make sure to select the department code 4041102 NOT 4041104 when setting up your profile.
- Training Guide: Setting up Your Concur Profile for Travel and Expense Users (pdf) – Use this training guide for everything you need to know about setting up your travel and expense profile.
- Assign and Manage Delegates (pdf) – Use this job aid for guidance on the steps involved in assigning delegates in Concur.
Too many emails? Manage your Concur notifications by following these steps: Manage Notification Emails
Travel on Sponsored Funds
Please make sure to follow Columbia's guidelines on International Travel, which you can view here.
Concur has a built in currency converter for foreign currencies (no more Oanda!). Users can specify the currency when they are adding the details of the expense. Once the amount is entered in foreign currency and the currency type is updated, the fields displaying the conversion rate and the amount in USD will automatically appear. The conversion rate automatically updates based on the transaction date. If the bank statement shows the charge in USD, you don't need to convert the foreign currency.
If you still have questions about how to make pre-trip requests, book travel, or any other travel related requests, please make sure to check out the information here.
Expenses conducted by employees within the New York Metropolitan area which are directly related to university business are called "business expenses". These expenses can be reimbursed through Concur. Please make sure to review Columbia's Business Expense Policy to make sure your expense can be reimbursed BEFORE making a purchase. If you are still unsure about an expense, please email Josh Sakolsky ([email protected]).
Creating a Business Expense Report in Concur
For your first expense, you'll need to enter an intial approver before submitting it. Please type in "Siddens" and select Mary Siddens - this is Ellie's first name.
Once submitted, your report will be routed to Ellie Siddens in the 600 office for the initial review. Once Ellie reviews the expense, then Jaya Santosh will approve it on behalf of the department. The expense is then routed to Central Accounts Payable for the last approval step.
Here's is a list of Expense Types in Concur. Expense types in italics should not be used. If you are unsure of which expense type to select, please email [email protected]
- Car Rental
- Car Rental Fuel
- Carpool Reimbursement
- Charter Bus
- Ground Transportation
- Group Booking Deposit/Fee
- Personal Car Mileage
Meals & Entertainment - these must be charged to a non-Government grant unless specifically allowed by your grant
- Alcoholic Beverages
- Group Meal
- Individual Meal - Breakfast
- Individual Meal - Lunch
- Individual Meal - Dinner
- Minor Equipment - Computers (Do not use this - these purchases must be made through Anthony Gomez)
- Minor Equipment - General (Do not use this - these purchases must be made through the 500 office)
- Office Supplies
- Publication Costs
- Internet/Online Fees
- Mobile/Cellular Phone
- Conferene/Seminar/Training Fees
- Professional Dues
- Health Fees
- License/Permit Fees
- Meeting and Event Fees
- Passports/Visa Fees
- Event Supplies
- Groceries (Do not use this. Use Individual or group meals)
- Instructional Supplies
- Lab supplies
- Medical supplies - do not use this
- Subscriptions (Newspapers, Magazines, Books, Online)
- Supplies and Materials
- Lease Payments - Vehciles - do not use this
- Rental - Apartment
- Rental - Formal Attire - do not use this
- Rental - General - do not use this
- Continuing Education Costs
- Fleet (Automotive) Expenses
- Gifts - Flowers
- Gifts - Non Staff
- Gifts - Staff
- Human Subject Costs
- Insurance - General
- Miscellaneous (do not use this)
- Movement of Household Goods for Relocations
- Personal/Non Reimbursable
- Public Relations
- Services - Audio/Visual
- Services - General (do not use this)
- Services - Photographic
- Web Expenses
Athletics (Do not use any of these)
Original receipts must be provided for all air, lodging, and rental car expenses. For all other expense types, receipts must be provided if the expense is equal to or in excess of $50.
For international operations receipts, original receipts are required for expenses over $10. See the Cash Advance for International Operations Policy for more information.
A receipt may take many forms, including:
- Cash register receipt
- Copy of an order form
- Web receipt or confirmation
A receipt must identify:
- Date of purchase
- Vendor name
- Itemized list and unit price of the purchased items
- Total Amount
To upload receipts to your expense report, you may use:
- Concur Mobile App – take a photo of your receipt and upload it to the App
- Concur Expense – upload a scanned image of your receipt to the Concur web portal
Please note: Original receipts must be kept until the Expense Report has been fully approved, i.e. gone through all the workflow steps and approved by Accounts Payable.
If the you are unable to obtain a receipt that contains all the required information, documentation should be submitted to demonstrate as many of the required items as possible. A copy of your credit or debit card statement identifying the date, location and amount of the expense, or a rental agreement, may be submitted along with a description of the purchase, identifying the amount of any expenses to be segregated (i.e., alcohol). You may also submit a missing receipt affidavit in Concur.
Download the Adding a Missing Receipt Declaration to a Concur Expense Item job aid for the procedure.
Checking the Status of your Reimbursement
In Concur, employees can track the status of their expenses as it goes through approval steps. Please view this job aid for instructions on how to track your expense.
By default, Columbia's reimbursement system will send reimbursements as checks in the mail. The address is updated according to Columbia's PAC System. To update your address or switch to direct deposit, please follow these instructions:
- Log into my.columbia.edu
- Scroll down to the "Self Service box" and click on PAC: View and/or update your HR data to update your address.
- Click on View Your AP Reimbursement Payment Method Information to update your payment information (such as adding direct deposit for reimbursements).
If you submitted a reimbursement more than 30 days ago and still have not received any payment, please email Ellie Siddens ([email protected]) with a description of your reimbursement, the amount, and the date that you submitted it.
Chartstrings are detailed accounting numbers which match up with grants or funds owned by a lab, department, or school at Columbia. The finance team in the department will be sharing chartstring information with PIs. Please ask your PI for the correct chartstring for your reimbursement and enter it exactly as they tell you. Using an incorrect code or number for any part of the chartstring can cause the wrong fund to be charged for your expense.
A chartstring consists of the following components:
GL Business Unit: Five letter code indicating which division of Columbia the fund belongs to. Usually COLUM.
Department: a six digit number indicating which department a fund belongs to. Usually 4041102 for the Department of Biological Sciences.
PC BU: a five letter code indicating the type of fund (GENRL for non-sponsored funds or SPONS for sponsored funds
Project Number/ID: Two letters followed by six digits which identify which fund you are using. Usually begins with UR (for unrestricted funds), GG (for government grants), or EN (for endowments)
Initiative: 5 digit code. Another indicator of which fund is being used. Differs based on the fund, but frequently 00000
Segment: up to 8 digits, alpha and/or numeric. For most funds, this code will be the PI's uni.
Students (including Graduate Students) do not have access to Concur. Please follow the instructions below for submitting your expenses.
- Ask permission from your PI BEFORE you make a business purchase. Make sure you know exactly which fund you will be using to pay for this purchase (see chartstrings above). If you plan to be reimbursed on funds from your PI, you must get an email from your PI approving of the expense, the amount, and indicating which chartstring you should use for this expense. (It's okay if the email lists only the project number, rather than that full chartstring, but you will need the full chartstring for number 3).
- Check your address and payment information on my.columbia.edu to make sure it is up-to-date. (See Payment Options for detail instructions)
- Fill out a Non-Profiled Payee Travel and Business Expense Worksheet. Please note that vendor type on this form refers to YOUR vendor type. As a grad student, you will be either a "student employee" (salary) or "student non-employee" (stipend). If you are unsure about any part of the form, please email [email protected] before making your purchase.
- Email [email protected], receipts for ALL of your expenses, the Non-Profiled Payee Travel and Business Expense Worksheet, and the email from your PI as one pdf file. Someone from the Business or Academic offices will get back to your within one business day if they have any questions about your expenses.
- You will receive a check in the mail or payment via direct deposit, in accordance with how your PAC profile is set up (see Payment Options above). Email [email protected] to check in on the progess of your expense.