These Knowledge Articles are available in the Travel & Expense Knowledge Base along with many Concur Travel and Expense FAQs. We recommend utilizing the Knowledge Articles for most recent information.
UMass uses SAP Concur to manage business and travel expenses. Within the Concur Expense application, bank card transactions and out-of-pocket purchases can be submitted with receipts for reimbursement through an expense report. The Concur Request application allows users to submit requests for Pre-Travel Authorization as well as Prior-Approval and Expense Exceptions for items out-of-policy.
Walk-Me (interactive help tool) (Video)
Concur Mobile Application Registration
User Preferences & Mobile App Registration (Video)
Mobile Resources (PDF)
Creating an Expense Report Header Chan Medical School - Creating a new Expense Report
Attaching (Linking) an Approved Request to an Expense Report
Adding Out-of-Pocket Expense Transactions to an Expense Report
Pending Card Transactions for UMass US Bank Card holders- combining and deleting
Adding US Bank Card Transactions to an Expense Report
Uploading Receipts using Available Receipts
Missing Receipt Declaration- Create in Concur
Adding Attendees to a Business Meal Expense
Add Per Diem/ Travel Allowance
Adding Favorite Allocations (speedtypes) (PDF)
Converting Foreign Currency Transactions
Making an out-of-pocket expense transaction taxable
Attaching Additional Documents to an Expense Report
Correcting and Resubmitting an Expense Report
Print or Share an Expense Report
Submitting an Expense Report- Amherst, Boston, Dartmouth, Lowell and UMPO
Submitting an Expense Report- Chan Medical School
Expensing Purchases Made for Another User With a US Bank Card
Manage Expenses screen navigation (Video ONLY)
Expense Report screen navigation (Video ONLY)
Creating and Submitting a Request for Pre-Travel Authorization DOMESTIC:
Creating and Submitting a Request for Pre-Travel Authorization INTERNATIONAL:
- Amherst- International
- Boston, Dartmouth, UMPO- International
- Chan Medical School- International
- Lowell- International
Pre-Travel Authorization: Multiple Destination Travel
Attaching Documents to a Request
Expense Reports:
Reviewing and Approving an Expense Report
Sending Back an Expense Report
Adding an Additional Approver to an Expense Report
Reviewing Previously Approved Reports or Requests (Video ONLY)
Requests:
Reviewing and Approving a Request (pre-travel authorization) Chan Medical School Reviewing and Approving a Request (pre-travel authorization)
Reviewing and Approving a Request (prior approval or exception) Chan Medical School Reviewing and Approving a Request (prior approval or exception)
Sending Back a Request (pre-travel authorization, prior approval or exception)
Adding an Additional Approver to a Request (pre-travel authorization, prior approval, or exception)
Reviewing Previously Approved Reports or Requests
UMPO A&F: Adding Budget Approver to a Pre-travel Authorization (PDF)
UMass Expense and Request Approval Workflows (PDF)
Acting as a Delegate
Submit a Report Prepared by a Delegate- Amherst Boston and Dartmouth ONLY
Acting as a Delegate Preparer vs Submitter- Chan Medical School ONLY
Delegate Options (In profile settings) (Video ONLY)
Expensing Purchases Made for Another User With a US Bank Card
Condensed Concur Training (Video)
The Concur videos and PDF job aids illustrate the basics of using the Concur system but do not reflect differences in system configuration for the University of Massachusetts.
Concur Travel & Expense Support
There are 3 ways to get T&E support as listed below:
- Submit a support request online to create a case by the types listed:
- Email travelexpense-services@umassp.edu to create a case
- Call the Concur Hotline at (774)570-5507. Live phone support M-F from 9-4.