NEW: Use our booking tool to schedule a personal 20-minute appointment with an Expense Compliance Administrator. Booking an appointment is ideal if you have reviewed our eLearning tools and guides and still need assistance submitting a complex expense claim or if you have multiple questions about eligibility or expense lines of a claim.
How we can help
Expense Desk is responsible for providing support to the community, reviewing claims to ensure the proper application of York University polices and procedures and external funding agency requirements, and ensuring that travel advances and corporate card balances are cleared in a timely manner.
Quick Links
- Concur – submit your expense online
- Concur Mobile Authentication & Password Setup (PDF)
- Book an Expense Reimbursement Consultation
- FAQs: Employee Self Serve Banking for Expense Reimbursement
- Reimbursement of Expense Policy and Procedure
- Hospitality Policy and Procedure
- Finance Department
- Co-delivered Service Commitments for Expense Reimbursement (PDF)
Featured services
A series of training clips demonstrating how to prepare and submit an expense reimbursement claim in Concur.
Guide: Common Expenses (PDF)
This guide provides a summary of required documents and reminders to prepare claims for common expenses.
This guide provides tips for planning travel and insurance coverage in accordance with University policies and procedures.
Information about our services
- Concur Quick Tips
- Receipt Guidelines for Concur Expense Reports (PDF)
- Instruction for employees and students to set up direct deposit to receive expense reimbursement (PDF)
- Guide to Claim Expenses: For Visitor/Guest (PDF)
- Guide to Request a Concur Account for Visitors/Guests residing in Canada or the U.S. (PDF)
- Guide to Administer a Hospitality Expense
- For Approver: Tips for approving expense claims
- Senior Scholars: PER Guidelines (PDF)
Forms & Documents
- Meal Rates, Mileage and other Travel Allowances (PDF)
- Deadlines for submitting expense reports
- Claim for Reimbursement of Expenses (PDF)
- Professional Expense Reimbursement (PER) (PDF)
- Senior Scholars only: Professional Expense Reimbursement (PDF)
- Request for pre-payment of non-employee travel (PDF)
- Attestation form (for travel and expense receipts) (PDF)
- GL Accounts Used for Expenses (PDF)
- GL Accounts Used for Travel Expenses (PDF)