Resources for Using ERS
Documentation
- Quick Reference Guides
- How to:
- Approve Expense Reports
- Submit Expense Reports
- Change Email Notifications
- Create a Report Header
- Create an Expense Report
- Create an Itinerary
- Enter Account Code
- Resolve Pcard meal charges
- When to itemize an expense
- Select a Delegate
- How to:
- Implementation Documents
- Merchant Category Codes (MCC) in ERS
- Training Handouts
On-Line Training Sessions
These on-line training sessions require the use of Adobe Connect. Documentation on Adobe Connect requirements is available from the Getting Started guide at Penn State's Adobe Connect Community.
Please contact IT support staff for your department or administrative area if you require assistance with installation or problem resolution.
For a complete introduction to creating and submitting expense reports in ERS, it is recommended that you view all sessions in order beginning with Session 1.
For a refresher on a specific topic, select the appropriate session:
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Session 1: Introduction to ERS
Session 2: Creating a Report
Session 3: Adding Expenses to a Report
Session 4: Adding Travel Allowances (per diem)
Session 5: Attach Receipts and Submit Report
Session 6: Delegates & Email Notices -- My Info
Description: An overview of the Employee Reimbursement System, how to access it and a tour of Concur Central. View: https://breeze.psu.edu/p13293033 |
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Description: Demonstration of creating an expense report, selecting the reimbursement form type, and adding account information. URL for Viewing: https://breeze.psu.edu/p57707474 |
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Description: Demonstration of steps to add expenses to a report, including PCARD transactions and out-of-pocket cash expenses. View: https://breeze.psu.edu/p11382842 |
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Description: Demonstration on using Travel Allowances to create an Itinerary, using Fixed Allowances to add daily per diem expense entries, and using Reimbursement Reduction to reduce reimbursement to actuals. View: https://breeze.psu.edu/p16323336 |
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Description: Explains attaching receipts by faxing or by uploading scanned images and how to submit an expense report. View: https://breeze.psu.edu/p19938896 |
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Description: Explains how to review My Info, add a Delegate and change settings for e-mail notices from AutoNotifications@concursolutions.com. View: https://breeze.psu.edu/p41772080 |
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