Getting Started Guide for Concur Supervisors and Cost Approvers

As a Supervisor or Cost Approver in Concur, use this guide to learn about your role and how to get started using the system.

Supervisors in Concur

As a Supervisor, you will review and approve employee expense reports submitted for reimbursement in Concur. You will review reports for the employees that you supervise in the time and attendance system.

Review reports to:

  • Ensure the attached receipts and supporting documentation are correct
  • Confirm the report has been completed correctly
  • Verify the expenses on the report are allowable and in compliance with UB business rules
  • Allocate expenses to the correct account if you are also the Cost Approver

Cost Approvers in Concur

As a Cost Approver, you will allocate expenses to the correct account in Concur. You will allocate expenses to the accounts for which you are designated as the authorized signatory.

Review reports to:

  • Verify or change the funding source
  • Verify the expenses on the report are allowable and in compliance with UB business rules
  • Confirm the report has been completed correctly
  • Allocate expenses to the correct account

Please reserve a few minutes to complete the following. When finished, you may begin using Concur.

1. Watch the Concur Training Video

For an overview of Concur and how you will use it, log in to UB Edge to watch the training video.

  • More training videos will be added to UB Edge as they become available. 

2. Log in to Concur to Complete Your Profile

To log in, go to the Travel and Expense Reimbursement System webpage.

  • Click the blue login button and sign in using your UBITName and password.

Follow these instructions to set up your Concur profile.

Follow these instructions to activate e-receipts.

3. Learn About Your Role in Concur

Everyone in your department has a specific role in Concur. Your department cannot successfully submit expense reports without the participation of each role.

To learn about your role in Concur and the steps you will follow, go to the Travel and Expense Reimbursement System webpage.

  • In the section On This Page, click Roles in Concur Travel and Expense System then click the tab for your role.

4. Access Concur Training Resources

For training resources, go to the Travel and Expense Reimbursement System webpage.

  • In the section On This Page, click Access Training Resources, then click View Training Resources.

5. Follow Department Controls to Prevent Duplicate Transactions

During the transition to Concur, Supervisors and Cost Approvers must follow internal controls to safeguard against duplicate travel and expense reimbursements from being submitted for payment.

Department Cost Approvers must follow internal controls to prevent duplicate transaction approvals that could occur during the switch from paper to online reimbursements. 

6. Contact for Concur Training, Help and Support

If you have any questions, contact one of our department liaisons:

If you require further assistance, contact the Travel and Expense Team.

Last Updated: February 8, 2018