Concur Help Center

Login to Concur – Important

• Login directions

The following Job Aids (PDFs) will guide you in using different aspects of Concur.

User Profile & Delegates

• Setting up your Concur User Profile
• Adding & Acting as a Delegate
• Reports of Delegates

Tcards

• Tcard Request
• Roles & Responsibilities
• Itemizing Tcard Expenses as Personal Expenses

Travel & Hosting

Single Employee

• Travel Request (Single Employee)
• Expense Report (Single Employee)

Single Non-Employee/Guest – The State of Maryland Eastern Shore requires all four steps must be followed:

1. Travel Request (Single Non-Employee)
2. Guest/Non-Employee Pre-Travel Instructions (1 of 2) Only if Guest/Non-Employee needs to be reimbursed 
3. Expense Report – Guest & Non-Employees If no reimbursement, please use the normal expense report type for Single Employee (above)
4. Guest/Non-Employee Post-Travel Instructions (2 of 2) Only if Guest/Non-Employee needs to be reimbursed
   
   – Guest Reimbursement Notification form 

Travel Request for Employees & Graduate Assistants Without Travel or Personal Credit Cards

• Employee/GA without a credit card

Student Travel

• Student Travel Request
• Student Travel Expense Report Guidance

Events

• Event Request
• Event Expense Report
  
   

Hotel & Meals



All Travelers

• Hotel Itemization
• Daily Meal Per Diem Reduction

Single Employee

• Daily Meal Per Diem – Employee
• Individual Meals & Room Service on Tcard

Single Non-Employee/Guest

• Daily Meal Per Diem – Guest

Personal Car Mileage

Single Employee

• Mileage

Single Non-Employee/Guest

• Mileage

Using TripLink

• How to connect loyalty programs for direct booking

Special Cases

• No Cost Trip Requests
• Splitting Charges Across Multiple KFS Accounts
  
   

Approvers in Concur

• Tips for approvers
  

Insurance 

• CISI: Comprehensive International Health Insurance

MOBILE APPS

• Concur Mobile Access – Getting started

Capturing Receipts

• Android
• iPhone

Tracking Travel

• TripIt Pro | Video: Instantly Organize Travel Plans with TripIt  (1:14)

Linking UBER & LYFT to CONCUR

• Uber and Concur
• Lyft and Concur

ADMINISTRATIVE REPORTS

• Approved Request with Concur Encumbrance
• How to Pull Unassigned Travel Card Transactions
• Reports of Delegates

Support

For assistance with Concur you can email Travel and Card Services:  umesconcur-helpdesk@umes.edu

OR Call:

Bonita Byrd and/or Ashlee Byron ext 6088

Beatrice Wright, Melissa Davis and Sherrell McBride ext 6229

PRE-RECORDED VIDEO TRAINING

Traveler Training: Introduction to Concur – 7 segments:

• See transcripts here

1. Concur Overview (9:56)
2. Set Up Traveler Profile (8:35)
3. Apply for Travel Card (5:43)
4. Travel Request & Approval (14:36)
5. Book Approved Travel (11:03)
6. Create Expense Reports  (21:12)
7. Concur Login & Travel Website (7:23)

Approver/Delegate Training Video  (36:23)

• YouTube

Guest/Group Training Video (29:56) (Group portion starts at 22:20)

• YouTube

Employee Per Diem in Expense Reports (7:46)

• YouTube

Contact Travel & Card Services if you need additional training or a customized program.

• Email:  umesconcur-helpdesk@umes.edu