T&E Program: Concur Resources and Job Aids

Concur First Day User Guide (PDF)

Walk-Me (interactive help tool) (Video)

Concur Homepage (PDF, Video)

Concur Icon List (PDF)

Concur Mobile Application Registration (PDF)

User Preferences & Mobile App Registration (Video) 

Mobile Resources (PDF)

Required Fields, Alerts, and Errors (PDF)

Updating Your Expense Profile (PDF, Video) 

Activating E-Receipts (PDF, Video)

Creating an Expense Report Header (PDF, Video)

Attaching (Linking) an Approved Request to an Expense Report (PDF, Video)

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

Adding an Out-Of-Pocket Expense to an Expense Report (PDF, Video)

Uploading Receipts using Available Receipts (PDF, Video)

Working with Available Receipts (PDF, Video) 

Missing Receipt Declaration- Create in Concur (PDF, Video)

Allocating Expenses (PDF, Video)

Entering Personal Car Mileage (PDF, Video) 

Adding Attendees to a Business Meal Expense (PDF, Video) 

Creating an Attendee Group (PDF, Video) 

Add Per Diem/ Travel Allowance (PDF, Video) 

Adding Favorite Allocations (speedtypes) (PDF)

Converting Foreign Currency Transactions (PDF, Video)

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)

Adding Terra Dotta Number into Concur Expenses (Amherst, Boston, Chan, Lowell) (PDF-Amherst, Boston, Chan, Lowell)

Adding PeopleSoft Number into Concur Expenses (Dartmouth, President's Office) (PD-Dartmouth, President's Office)

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 a Request for Prior Approval or Exception Request (PDF) 

Creating and Submitting a Request for Pre-Travel Authorization for Domestic Travel (PDF, PDF-Med School, Video)

Creating and Submitting a Request for Pre-Travel Authorization International Travel (PDF, PDF-Med School, Video)

Pre-Travel Authorization: Multiple Destination Travel (Video)

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 (PDF-Amherst) 

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)

Requests Created From Employee Concur Profiles (Faculty led and/or Campus Sponsor)

Amherst Student Pre-Travel Authorization Requests- employee entry (PDF)

Boston Student Pre-Travel Authorization Requests- employee entry (PDF)

Dartmouth Student Pre-Travel Authorization Requests- employee entry (PDF)

Lowell Student Pre-Travel Authorization Requests- employee entry (PDF)

Requests Created From Student Concur Profiles (Self-Service) Only available to Amherst, Chan Medical and Lowell

Amherst Domestic Student Pre-Travel Authorization - student entry (PDF)

Amherst International Student Pre-Travel Authorization - student entry (PDF)

Lowell Domestic Student Pre-Travel Authorization - student entry (PDF)

Lowell International Student Pre-Travel Authorization - student entry (PDF)

Chan Domestic Student Pre-Travel Authorization - student entry (PDF)

Chan International Student Pre-Travel Authorization - student entry (PDF)