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Training

Finance Systems Training

 Finance Systems offers 45-60 minutes training sessions for Concur, FAST, and WebTime.

  • Concur Expense Training for New Users
    Recommended for all new employees or users of Concur. Training will cover the basics of Concur, Profile Updates, How to Enter an Expense Report, How to Approve a Report, etc.
  • Concur Tips and Tricks
    Recommended when a new enhancement or feature is released in Concur. When registering for this training, you will be contacted to submit any topics you would like covered in the session.
  • Concur Training for Power Users (Admin Only)

    Recommended for Faculty Administrators, Faculty Assistants, and Director of Planning and Operations. Training will cover how to resolve common issues that users experience in Concur and new features. When registering for this training, you will be contacted to submit any topics you would like covered in the session.

  • Concur Training for New BMO Card Holders
    Required for all new BMO Card Holders to obtain their BMO Credit Card. Training will cover Spend Dynamics, Reconciliation of BMO Credit Card Charges, and BMO Timelines.
  • Concur BMO Reconciliation

    Recommended for all new BMO Card Holders to attend before submitting their first Concur BMO Expense Report. Training will cover Spend Dynamics, Reconciliation of BMO Credit Card Charges, BMO Timelines, and tips.

  • Concur Mobile (Upon Request)

    Recommended for individuals who will be using the Concur Mobile App. Training will cover how to create an expense report, adding expense, capturing receipts, etc.

  • FAST Reporting for New Users

    Recommended for all new employees who will have access to FAST. Training will cover the basics of FAST Finance Reporting, Report Drill Down, General Navigation, Pinned Reports, Document and Invoice Query.

  • FAST Reporting Refresher/What's New
    Recommended when a new enhancement or feature is released in FAST. When registering for this training, you will be contacted to submit any topics you would like covered in the session.

To register for training for Concur and FAST, please fill out the Finance Systems Training Registration Form. 

Finance Systems Office Hours - New

Finance Systems will now be offering one-on-one training sessions. 

Users are encouraged to book a one-on-one training session if they require assistance with a specific task after they have already attended a group training session and need further assistance.

To book a one-on-one training session, please use the Finance Systems Office Hours booking tool.