Email Ashley McPherson (ashley.mcpherson@duke.edu) with any questions!
EXPENSE GUIDELINES:
- First year fellows are allotted $1500 in Education stipend for educational conferences. Anything over $1500 is to be paid via personal funds.
- Second year fellows are allotted $2000 in Education stipend funds for educational conferences. Anything over $2000 will be paid via personal funds.
- Absolutely NO ALCOHOL will be reimbursed.
- An ITEMIZED RECEIPT must be submitted. If there is alcohol on the receipt, the receipt will be deemed non-reimbursable.
- The HOTEL FOLIO must be provided showing only room fees and taxes. If you share a room, I can only reimburse the individual that is listed as paying on the hotel folio.
- Only YOUR MEAL may be on the receipt. I am sorry about this inconvenience, but we must ask that you split your checks.
- NO PRIVATE CARS, only Uber/Taxi/Lyft, etc.
| HOW TO SUBMIT FOR REIMBURSEMENT: |
Due to the amount of reimbursements I receive each week, please follow the instructions below to download the Concur app to your phone prior to your trip. This will make the reimbursement process much easier and more timely. From there, you can take pictures of receipts that will instantly upload to your profile. You may also link an Uber Business account and Lyft (free), Anytime you ride business, it automatically loads to your Concur app. On the home page, click the 3 lines on the top left, connect apps, then select which apps you wish to connect. Once you return from your trip and all receipts are loaded, please send me an email and I will submit a travel report on your behalf.
*If you do not want to download the app – please use the web based version from Duke@Work to upload your receipts for reimbursements. Once you upload receipts for reimbursement, please send me an email to let me know and I will create the expense report.
*If you need to send a receipt via email, note that I cannot open HIEC files.
*Combining PDFs is not recommended as I have to split them into single pages before I can begin the report. (Acceptable file types: PDF, JPEG, PNG)
Download Concur:
-
- Search “Concur mobile app”
- Log in with duke email
- Will take you to NetID login, log in with credentials
- Click Expenses
- Click the + sign
- Add Receipt
- Take Photo
Concur is an industry leader for travel and expense management and is widely used among higher education and academic medical centers.
Go to concur.duke.edu and under Training Tab, click on Quick Reference Guides – select Setting up your Concur Profile for Employees or select Setting Up You Concur Profile for Expense Delegates and Travel Arrangers (in old system these were our initiators). Follow the step by step instructions.
Step-by-step Guide to Adding Expense Delegates
