Getting Started Guide for Concur Travelers and Non-Travelers

As a traveler or non-traveler in Concur, use this guide to learn about your role and how to get started using the system.

Travelers in Concur

As a traveler, you can use Concur to request and book your business travel arrangements and will use it to submit your business travel expenses for reimbursement.

  • Concur is now the preferred method for booking your travel arrangements as The Travel Team Inc. service fees will no longer be charged.

Non-Travelers in Concur

As a non-traveler, you will use Concur to submit your business non-travel expenses for reimbursement.

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. 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