Need Help with Concur?
- Review the T&E knowledge base for helpful FAQs and job aids
- Create a case by completing one of the following forms:
- Create a case by sending an email to travelexpense-services@umassp.edu
- Please see below under "Common Concur Questions" We have recently added how you can solve for Access, changes to Approvers, Travel Booking and assigning Delegates.
- Call the UMass Concur Support Line at (774) 570-5507 Monday through Friday from 9am to 4pm.
Office Hours are available every Monday from 3pm to 4pm. Drop in during this hour through the following link. As of August 14, Office Hours will only be offered on Mondays (no longer on Wednesdays).
Office Hours are not offered on holidays. Makeup session are usually hosted the following Tuesday. Check back here for times when holidays fall on a Monday.
Meeting ID: 926 8004 9762
Additional resources are available to employees of the Chan campus on this website, including phone and email support.
Concur Access
Common Concur Questions
I am a new employee or there is a new employee in our department. How do we get a Concur account set up?
Dartmouth employees should complete Concur training (via zoom or through get inclusive). Once you complete the training, you can request access to Concur by submitting a case to travelexpense-services@umassp.edu.
Amherst, Boston, Chan, and Lowell employees- Every Monday we load new employees into Concur. Employees need to have an employee ID, an active employee record and be on UMass payroll to be granted access to Concur.
Contingent workers (not paid through UMass payroll) are not automatically provided access to Concur. Please contact travelexpense-services@umassp.edu regarding Contingent worker access.
I cannot log into Concur. I am getting an error when I try to log in to Concur.
First, make sure you are logged into the UMass network and are trying to access Concur via single sign-on (no password needed or need to submit for a password reset).
If you are still not able to access Concur, you probably have an inactive employee record or were never granted access. Only active employees can access Concur.
If you were not an active employee over the summer and have been reactivated for the fall semester, you will automatically be activated in Concur again the Monday after your HR employee record is updated to active.
This semester we have a new Chair, department head, PI, Budget approver, etc, how can I get this updated in Concur?
For any changes to approvers, work with your campus controller’s office to authorize the changes. They should then submit a case with the following information:
-Department Name and Department ID
-Approver Name and ID
-Identify who the prior approvers were that the new approver is replacing
I have a new supervisor or I have no supervisor listed, how can this be updated in Concur?
If your supervisor is updated in HR and Concur does not reflect the update, submit a case to have the supervisor updated
If you do not have a supervisor in HR, work with your campus HR to get this resolved.
I am having trouble booking travel within Concur (including error message "We're sorry. We encountered an issue that prevented us from completing your request. Error from reservation system- NO STAR LEVEL ONE")
If you are logged into Concur and trying to book travel, the quickest way to resolve is by contacting CTP directly. They can assist with troubleshooting. Contact the CTP help desk: na.online@travelctm.com or 1-877-208-1396, M-F: 9:00am - 8:00pm ET.
I would like to be granted delegate access for someone else.
Dartmouth employees- Please contact the Controller’s office to set up as a delegate properly.
Amherst, Boston, Chan, and Lowell employees- The user can do this as a self-service activity- log in to Concur, access, and assign delegates under their employee profile. Only the user can do this. You cannot assign yourself to work on behalf of someone else or request to be a delegate through Concur. You may contact travelexpense-services@umassp.edu for assistance if the user is unable to complete self-service.
Important Steps for First Time Concur Users
Step 1 - Review, update, save personal information
- On the upper right- hand side of your main screen, click profile next to the person icon of a person.
- Select "Profile Settings"
- Click "Personal Information" and fill out all required fields: Work phone, Home phone and "save"
- 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
Register for one of the dates listed below:
- Thursday, October 10th at 1pm
- Thursday, November 7th at 1pm
- Thursday, December 5th at 1pm
Slides from the presentation can be found here
Instructor Led Concur Travel & Expense Training Schedule
We are now offering a combined Travel & Expense course. Below are the dates and registration links.
Register for one of the dates listed below:
- Thursday, October 10th at 10am
- Thursday, October 24th at 10 am
- Thursday, November 7th at 10 am
- Thursday, November 21th at 10 am
- Thursday, December 5th at 10 am
- Thursday, December 19th at 10 am
Slides from this 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/Activity | Old System | New System |
---|---|---|
Pre- Travel Authorization * | Terra Dotta | Concur (Request) |
Travel Registration | Terra Dotta | HX 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/Activity | Old System | New System |
---|---|---|
Expense Reporting (Travel and Business Expenses) | PeopleSoft | Concur (Expense) |
Bank Card Reconciliation and Reallocation | BuyWays | Concur (Expense) |
Prior Approval | DocuSign | Concur (Request) |
Exception Approval | DocuSign | Concur (Request) |