Using Concur for Travel and Expense

Concur is UTA’s comprehensive travel, expense and ProCard application.

To access Concur you must first complete required training in Canvas.

To access job aids, please visit our resources page.

Travelers

Required:

  • Assign your administrator(s) as a delegate
  • Review, certify and submit travel and expense reports

Optional:

  • Book car, flight and hotel through CTP or ATI agent
  • Upload receipts with the mobile app for faster expense processing upon return
  • Use TripIt mobile app for travel itinerary
  • Submit requests and expenses through the Concur mobile app
  • Monitor the status of expense reports

Delegates (Administrators)

  • Ask travelers to upload receipt photos to Concur mobile app for faster processing
  • Upload receipt photos on behalf of a traveler/expense recipient
  • Book car, flight and hotel through CTP or ATI agent on behalf of a traveler
  • Populate expense reports on behalf of traveler/expense recipient
  • Notify travelers that reports are ready for certification and submission

Travel Approvers

  • Check receipts and attachments
  • Validate compliance
  • Use the built-in communication tools to send back reports with comments
  • Review, approve or send back expense reports requesting additional information
  • Check for duplicate entries flagged by Concur

Stay Up-to-Date

Business affairs has a channel where information is posted and you may ask questions. Join this channel to receive the most up-to-date communications from the team about Concur.

For more information about Concur, visit the project website.

FAQ

Yes. UTShare is still recording the budgetary/accounting information and disbursing the payments. Concur will be used for creating travel requests (formerly known as travel authorizations), booking travel, creating an expense report and reconciling ProCards.

  • A completed Canvas training course is required for all Concur users, including travelers, administrative professionals/delegates, managers, etc., to gain access to the system.
  • Student employees will need to complete Concur training. Delegates will act on behalf of non-employee students.