Need Help with Concur?

  1. Create a case by completing one of the following forms:
    1. Concur Request
    2. Concur Expense
    3. Concur Travel
    4. Concur System Access
  2. Create a case by sending an email to travelexpense-services@umassp.edu
  3. Call the Concur Hotline at (774) 570-5507 Monday through Friday from 9am to 4pm.
  4. Office Hours are available every Monday and Wednesday from 3pm to 4pm. Drop in any time during these hours through the following link. Meeting ID: 926 8004 9762 (Please note that the Office Hours Zoom link and ID has been updated on 11/9/23)

Support Resources for Chan Campus

The following resources are available to employees of the Chan campus:

Concur Production Access

Click here to log into Concur

Orientation

Register for April orientation sessions below:

Systemwide (Amherst, Boston, Dartmouth, Lowell)

Chan Campus

Orientation for new users recorded on April 11th, 2024

Important Steps for First Time Concur Users

Step 1 - Review, update, save personal information

  1. On the upper right- hand side of your main screen, click profile next to the person icon of a person.
  2. Select "Profile Settings"
  3. Click "Personal Information" and fill out all required fields: Work phone, Home phone and "save"
  4. Verify that your name on your account matches your government issued identification. Update and save if necessary. 

Step 2 - Verify your email address

You must verify your email address under Personal Information by clicking the Verify link to allow 
Concur to associate your email address with your Concur account.  After verifying your account you will be able to forward electronic receipts to receipts@concur.com to display them in your available receipts (Please note this is one of the methods to upload receipts to Concur).

Step 3 - Update your expense profile

  • Use the personal information page to set or change your personal preferences. To avoid re-entering personal and permanent information about yourself, complete your profile after logging onto SAP Concur for the first time and update it whenever your information changes. 
  • It is recommended that you enter your work address and home address. If you enter these, you will not need to add them each time you claim mileage. 
  • Additional suggested items to update: phone number contacts, credit card information, emergency contacts, travel information such as passport, frequent flyer information, TSA precheck, personal car for mileage, etc.

Step 4 - Activate E-receipts

From the Profile page, elect E-Receipt Activation. Can also access from Personal Information by scrolling on the left menu paths. Click here to enable e-receipts and agree to the terms of activation.

Instructor Led Concur Approver Training Schedule

Below are the training dates and registration links:

Slides from the presentation can be found here

Training Accommodations

UMass recognizes that individuals may require an accommodation to best attend the training. If this pertains to you, please email accommodations_concur@umassp.edu to request an accommodation. Please aim to make this request at least two weeks prior to your preferred training session.

Concur Resource Library

For more resources please visit Travel and Expense Program. 

Tracking Concur Status

To track Concur services and current status please visit here

Travel and Expense System Changes

Process/ActivityOld SystemNew System
Pre- Travel Authorization *                                                                                              Terra DottaConcur (Request) 
Travel RegistrationTerra DottaHX Sentinel
Travel Booking Egencia, The Travel Collaborative, or another (Non- UMass agency) Concur (Travel), The Travel  Collaborative, or other (Non UMass agency) 

*UMD and UMPO use Peoplesoft for pre-travel authorization, and this will be discontinued. UML Athletics uses ARMS for pre-travel authorization and will continue to use ARMS. 

Process/ActivityOld SystemNew System
Expense Reporting (Travel and Business Expenses)                             PeopleSoftConcur (Expense) 
Bank Card Reconciliation and ReallocationBuyWays Concur (Expense)
Prior ApprovalDocuSignConcur (Request)
Exception Approval DocuSignConcur (Request)