Concur Request, Travel & Expense

Hello! Welcome to the online resource page for the new Concur Request, Travel, & Expense modules.

Below is a list of links and training videos referenced in our training sessions.

Basics

• Login to Concur
• Logging in & Submitting an Expense Report - This short video is helpful for employees that have delegates working on their behalf. It can be shared with them to show how to log in and submit a report.
• Training - Take self-serve training courses through UNT World Learning
• Concur Training Site – Training Videos from Concur, QuickStart Guides, instructions on setting up and using Concur mobile. You must be logged in to Concur to view this page.
• New Terminology and Acronyms
• Guide on updating Profile Settings – A setup guide for important profile settings that should be updated before using any of the Concur modules.
• Activate E-Receipts – Concur has partnered with some vendors to provide e-receipts that automatically send travel receipts to your Concur profile.
• Icons – A list of icons seen in the Concur modules and what they represent. Most icons have descriptions when a mouse pointer is hovered over the icon.
• Requesting Approval prior to booking a trip - This short video gives the basics of creating a Concur Request prior to booking, submitting for approval, and then booking form the approved request.
• Create an Expense Report from an approved Request - This short video gives the basics of creating an Expense Report from an approved Request.
• Create an Expense Report for non-travel reimbursements - This short video gives the basics of creating an Expense Report for any employee out of pocket expense that does not involve travel.
• Add Travel Allowances (Per diem Meals & GSA Lodging Maximums) to an Expense Report - Add per diem meals or GSA lodging maximum limits to an Expense Report
• Expense Report Statuses/Payment Statuses - Learn what each Expense report Status means and what actions can be taken
• Viewing Past Approvals - Approvers can view Requests and Expense Reports they have previously approved.
• Viewing Past Expense Reports - Users can view their past Expense Reimbursement Reports and Pcard Statement Reports in their "Report Library"
• Working with Travel Card Transactions - How to Add Travel Card Transactions to an Expense Report 

FAQ

• Concur FAQ - for Request, Travel, Expense, & Delegations

Roles within Concur

• Concur Approver Role – For the approver: Approve Requests and Expense Reports submitted by employees they manage and/or on a fund they manage.
• How to Set up a Travel Assistant – Give another employee access to your profile to book travel on your behalf.
• How to Log in as a Travel Assistant or a Delegate – Log into another employee’s profile to book travel on their behalf.
• How to set up a delegate for Request & Expense Reports - Give another employee access to your profile to build Requests and Expense reports on your behalf.
• Concur  Approver Delegate Previewer Role – As the approver, give another employee access to your profile preview Requests and Expense reports submitted for approval.

Mobile Apps

• Getting started with the Concur App – A setup guide for Android & Iphone operating systems.
• Getting Started with TripIt Pro - a short video on how to link your free TripIt Pro App to Concur
• NEW! Concur Drive - Drive is an SAP Concur app feature that empowers your mobile device to capture mileage for you – making expensing your car trips effortless. (Drive feature will be available Tuesday April 6, 2021)

Webform

Cash Advance Setup in Concur Request