Reimbursement management in Concur

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 the for the air/rail travel itself! 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.