Reimbursement management in Concur: Difference between revisions
Computational Linguistics and Information Processing
(Basic pointers to using and understanding the Concur system) |
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Step 2: Create and submit a travel request (this does not require payments to have been made, and these are estimates of various costs, so do this early when you have decided to attend a conference) | Step 2: Create and submit a travel request (this does not require payments to have been made, and these are estimates of various costs, so do this early when you have decided to attend a conference) | ||
Step 3: Once the travel request has been approved, book travel within the Concur system itself. IMPORTANT: You can use the system to book AND PAY for the travel directly through the grant/funds, which means you do not have to pay | Step 3: Once the travel request has been approved, book travel within the Concur system itself. IMPORTANT: You can use the system to book AND PAY for the travel directly through the grant/funds, which means you do not have to pay for the air/rail travel itself yourself! Everything else is reimbursed later, but this allows you to not have to pay for travel even once. | ||
Step 4: After the conference, using all the receipts, create a detailed expense report in the Concur system and submit it. Once approved, reimbursements will be made to you. | Step 4: After the conference, using all the receipts, create a detailed expense report in the Concur system and submit it. Once approved, reimbursements will be made to you. | ||
NOTE: This is a general, basic workflow - things may vary for particular situations. | NOTE: This is a general, basic workflow - things may vary for particular situations. | ||
Latest revision as of 17:12, 28 March 2023
Concur help center: https://purchase.umd.edu/travel/concur/concur-help-center
If you are using Concur for the first time, the following pre-recorded video tutorials can help you get started:
[See transcripts here (https://purchase.umd.edu/travel/concur/concur-video-training-transcripts-introduction)]
1. Concur Overview (9:56) (https://youtu.be/Eo2RUegr_yk)
2. Set Up Traveler Profile (8:35) (https://youtu.be/IsGpddYz3EU)
3. Apply for Travel Card (5:43) (https://youtu.be/pl8GyFVknf0)
4. Travel Request & Approval (14:36) (https://youtu.be/fOMzX6P-Zz8)
5. Book Approved Travel (11:03) (https://youtu.be/bZIDAMuucR4)
6. Create Expense Reports (21:12) (https://youtu.be/5nQqE3ssj3Q)
7. Concur Login & Travel Website (7:23) (https://youtu.be/ypbtvDtVQMI)
Basic workflow for students (after your Concur profile has been set up):
Step 1: Get the relevant grant KFS number to input into the system from your advisor.
Step 2: Create and submit a travel request (this does not require payments to have been made, and these are estimates of various costs, so do this early when you have decided to attend a conference)
Step 3: Once the travel request has been approved, book travel within the Concur system itself. IMPORTANT: You can use the system to book AND PAY for the travel directly through the grant/funds, which means you do not have to pay for the air/rail travel itself yourself! Everything else is reimbursed later, but this allows you to not have to pay for travel even once.
Step 4: After the conference, using all the receipts, create a detailed expense report in the Concur system and submit it. Once approved, reimbursements will be made to you.
NOTE: This is a general, basic workflow - things may vary for particular situations.