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 your campus' learning management system Learn HSC or Bridge.
• 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 Requests/Expense Reports - Users can view their past Requests, Expense Reimbursement Reports and Pcard Statement Reports
• Working with Travel Card Transactions - How to Add Travel Card Transactions to an Expense Report 
• NEW! Working with University Ghost Card Transactions - How to Add University Ghost Card Transactions to an Expense Report after booking itineraries in Concur 
• NEW! Non-Employee Concur Profile Set up - How to create a profile for a non-employee (students, prospective employees, and other non-employee guests of the University for non-travel reimbursements & travel pre-approval > travel booking > travel reimbursement. The Webform to complete this process is linked below.

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 work 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 - Employees that need to add a cash advance to their Concur Requests should complete this form. This form should be completed before the Request is submitted and at least 15 days before the date of departure. This is a one-time setup. Once the user's profile is set up, they can ask for cash advances on all of their Concur Requests.

Non-Employee Concur Profile setup - Non-Employees (Students, prospective employees, other non-employee guests) can have their University business expenses reimbursed through Concur as well as have their travel pre-approved, booked, and expensed through Concur. A UNT World Employee will be set up as a Sponsor for the non-employee should complete this form.