NOTICE: The Travel and Expense team is in the process of updating job aids and transitioning to a new format. Links below are being updated to Salesforce Knowledge Articles. Job aids in PDF format will no longer be updated, so please utilizing knowledge articles.

These Knowledge Articles are available here 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. 

Concur First Day User Guide

Walk-Me (interactive help tool) (Video)

Concur Homepage (Video also available)

Concur Icon List

Concur Mobile Application Registration

User Preferences & Mobile App Registration (Video) 

Mobile Resources (PDF)

Required Fields, Alerts, and Errors

Updating Your Expense Profile (PDF, Video) 

Activating E-Receipts (PDF, Video)

Creating an Expense Report Header Chan Medical School - Creating a new Expense Report (Video available)

Attaching (Linking) an Approved Request to an Expense Report (Video available)

Adding US Bank Card Transactions to an Expense Report (Video available)

Pending Card Transactions for UMass US Bank Card holders- combining and deleting

Adding US Bank Card Transactions to an Expense Report (Video available)

Uploading Receipts using Available Receipts (Video available)

Missing Receipt Declaration- Create in Concur (Video Available)

Allocating Expenses (Video Available)

Entering Personal Car Mileage (Video Available)

Adding Attendees to a Business Meal Expense (Video Available)

Creating an Attendee Group

Add Per Diem/ Travel Allowance (Video Available)

Adding Favorite Allocations (speedtypes) (PDF)

Converting Foreign Currency Transactions (Video Available)

Making an out-of-pocket expense transaction taxable

Attaching Additional Documents to an Expense Report (PDF, Video)

Copying an Expense (PDF, Video) 

Correcting and Resubmitting an Expense Report (PDF)

Reviewing Report Timeline (PDF, Video)

Print or Share an Expense Report (PDF, Video) 

Deleting an Expense Report (PDF)

Submitting an Expense Report (PDF, PDF-Med School, Video) 

Recalling an Expense Report (PDF, Video)

Expensing Purchases Made for Another User With a US Bank Card (PDF, Video)

Creating Expense Reports with Bank Card Transactions made on behalf of Someone Else (Chan Medical School) (PDF)

Manage Expenses screen navigation (Video)

Expense Report screen navigation (Video)

Creating and Submitting a request for Expenses which require additional approval (Prior approval or exception)

Creating and Submitting a Request for Pre-Travel Authorization DOMESTIC:

Creating and Submitting a Request for Pre-Travel Authorization INTERNATIONAL:

Pre-Travel Authorization: Multiple Destination Travel (Video available)

Attaching Documents to a Request (PDF)

Recall a Request (PDF, Video)

Viewing a Request Timeline (PDF, Video)

Closing a Request (PDF, Video) 

Deleting Request (Video)

Creating a Blanket Travel- Amherst ONLY

Creating and Submitting a Request for Personal International Travel with University Devices and/or Data (PDF)

Exception to be reimbursed for travel when Pre-Travel Authorization was not obtained- Domestic Travel (PDF)

Exception to be reimbursed for travel when Pre-Travel Authorization was not obtained- International Travel (PDF)

Updating your Travel Profile (PDF) 

Booking a Flight (PDF) 

Booking a Hotel (PDF) 

Booking a Car (PDF) 

Changing a Purchased and Ticketed Trip (PDF) 

Reviewing and Approving an Expense Report (PDF, Video)

Sending Back an Expense Report (PDF, Video)

Adding an Additional Approver to an Expense Report (PDF, Video)

Reviewing and Approving a Request (pre-travel authorization) (PDF, PDF-Med School, Video)

Reviewing and Approving a Request (prior approval or exception) (PDF, PDF-Med School, Video)

Sending Back a Request (pre-travel authorization, prior approval or exception) (PDF, Video)

Adding an Additional Approver to a Request (pre-travel authorization, prior approval, or exception) (PDF, Video)

UMPO A&F: Adding Budget Approver to a Pre-travel Authorization (PDF)

UMass Expense and Request Approval Workflows (PDF) 

Reviewing Previously Approved Reports or Requests (Video)

Acting as a Delegate (PDF- Lowell UMPO, PDF- Amherst Boston Dartmouth, PDF-Med School, Video, Video- Amherst Boston Dartmouth) 

Submit a Report Prepared by a Delegate- Amherst Boston and Dartmouth ONLY (PDF-Amherst Boston Dartmouth)

Acting as a Delegate Preparer vs Submitter- Chan Medical School ONLY (PDF-Med School) 

Adding a Delegate (PDF, Video)

Adding a Travel Assistant (PDF)

Delegate Options (In profile settings)(Video)

Expensing Purchases Made for Another User With a US Bank Card (PDF, Video)

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:

  1. Submit a support request online to create a case by the types listed:
    1. Concur Request
    2. Concur Expense
    3. Concur Travel
    4. Concur System Access
  2. Email travelexpense-services@umassp.edu to create a case
  3. Call the Concur Hotline at (774)570-5507. Live phone support M-F from 9-4.