|What is Concur?||Concur is a web-based tool that fully integrates travel reservations and expense reporting data into one application. Concur allows for the electronic processing of P-Card Transactions – (both Travel and Non-Travel), Travel Reimbursements, Miscellaneous Reimbursements, Payments to Vendors, and International Travel Approvals.
|How do I get access to Concur?||
If you are a new p-card cardholder, you will also need to complete the P-Card Policies and Procedures online course available through Skillport.
|What are the modules in Concur and how do I use each module?||Request
Concur Request is used to notify appropriate parties of international travel. For more information see the Online Resources for Concur Requests.
For more information, see the Online Resources for Concur Expense .
|How to do I setup my User Profile?||New to Concur? Start with the User Profile Guide. This guide outlines the steps necessary to set up your User Profile prior to booking travel or entering expense reports.|
|How do I setup delegates or assign delegates?||To assigned a delegate, go the the Profile drop-down and select Profile Settings. From the left-hand menu bar, select the correct module for which you are assigning a delegate. You can assign a request delegate, an expense delegate, an invoice delegate, and a travel assistant/arranger.
|I am traveling to a conference later this year, how do I get started in Concur?||Once you have complete the Concur training and gained access to the Concur system, you must set up your User Profile. You can then book your flight, hotel, and/or rental cal through Concur.
Note: booking through Concur is encouraged, but not required. Hotels with a special conference rate, code, or website should be booked outside of Concur.
Reconciling Travel Charges and Submitting Reimbursement
|I am traveling, but I do not need to book any air, lodging,|
or car rentals, how do I get started in Concur?
|Once you have completed the Concur training and gained access to the Concur system, you must set up your User Profile. When you return from your trip, you'll submit your out-of-pocket expenses and P-Card charges through the Concur Expense Module under the Travel, Entertainment and Reimbursement Policy.
|How do I reconcile my P-Card charges in Concur?||P-Card Transactions may need to be split into separate expense reports depending on the expense type. P-Card Non-Travel charges (such as office supplies) are submitted through the Concur Expense Module under the P-Card Non-Travel Policy. P-Card Travel and Entertainment charges (hotels, airlines, meeting food, conference food) are submitted through the Concur Expense Module under the Travel, Entertainment and Reimbursement Policy.
|How do I split expenses between expense types or funding sources?||View the Itemization and Allocation Video to learn how to split expenses between account codes or funding sources.|
|What do I do with the receipts?||View the Managing Receipts in Concur Video to learn when receipts are required and how to upload them to Concur. This quick reference also provides the steps necessary to activate e-receipts.
View the Emailing Receipts Video to learn the steps necessary to add and verify email addresses in order to submit receipts by email.
View the E-Receipts Video to learn the steps necessary to activate e-receipts.
View the Concur Mobile page to learn more about the Concur Mobile and ExpenseIt apps which can also be used to capture receipts.
|I need to submit a travel reimbursement, how do I get started in Concur?||Once you have completed the Concur training and gained access to the Concur system, you must set up your User Profile. Travel reimbursements can then be submitted through the Expense Module under the Travel Entertainment and Expense Policy.
|I need to reimburse a UA faculty or staff through Concur, how do I get started in Concur?||First, you'll need to be assigned as an Expense Delegate for the individual for whom you are creating a report. Once this step is completed by the individual in his or her profile, then you will be able to act as a delegate on his or her behalf. From your Concur account, select the Concur Profile drop-down arrow, and select the individual’s name from the list. Select "Start Session." You are now acting as a delegate for the individual and can create a new report in the Expense Module on his or her behalf.
|I need to reimburse a student or non-UA individual through Concur, how do I get started in Concur?||Reimbursements to students and non-UA individuals are submitted through the Concur Invoice Module.
|I need to be reimbursed only for mileage, how do I submit this through Concur?||UA faculty and staff submit for mileage reimbursement through the Expense Module on the Travel Entertainment and Expense Policy. You must have a personal car set up in your profile in order to submit mileage in Concur. See the User Profile Guide for instructions on setting up a personal car.
|In the past I used an MDV for this, how do I get started in Concur?||The Concur Equivalencies Chart lists each Concur module with its equivalent pre-conversion process.|