Concur

Concur is the University of North Carolina at Chapel Hill’s software program for pre-travel approval, travel booking and travel and business entertainment expense reimbursements. In addition, purchases made on the new University Travel & Expense (T&E) Card will be reconciled in Concur Expense. All faculty and staff began using Concur for travel on April 27, 2021. Students and Guest Travelers will continue to use CABS, Web Travel and ConnectCarolina until further notice.

• See Travel & Expense Card for more information.
• To access Concur, click the button below, and log in through single sign-on. Alternatively, users may also access Concur via a link in ConnectCarolina.

Overview

• Concur Step-by-Step Guide
• Concur Quick-Start Guide

Setup

• Creating and Updating Your Concur World Travel Profile
• Setting Up a Default Approver
• Adding a Personal Car (Athletics Only)
• Concur Checklist

Delegates/Travel Assistants

• Acting as a Delegate
• Assigning a Personal Delegate
• Assigning an Approval Delegate
• Assigning a Travel Assistant

Expenses

• Using the Concur Mobile App
• Activating E-Receipts
• Adding Receipts to an Expense
• Creating a New Expense Report
• Identifying Concur Expense Transactions
• Linking an Approved Travel Request to an Expense Report
• Utilizing the Travel Allowance Wizard
• Learning to Use ExpenseIt (Concur Mobile App)

Travel

• Making a Trip Booking in Concur Travel
• Creating a Cost Comparison for Airfare in Concur Travel
• Concur Learning to Use ExpenseIt
• TripIt Pro Traveler Resources
• Recorded Training Session – Cognos Connection

Computer-Based Trainings via CarolinaTalent

• Basic Concur User Training
• Delegate and Approver Training
• Advanced Concur User Training
• Making Reservations and Booking Travel with the Concur Travel System