Concur
Concur is the University of North Carolina at Chapel Hill’s new 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 will begin using Concur for Travel beginning April 27, 2021. Students and Guest Travelers will continue to use CABS, Web Travel and ConnectCarolina until further notice.
This page serves as a repository of resources and information for this new tool; QRC stands for Quick Reference Card.
- See Travel & Expense Card for more information.
To access Concur, click the button below, and login through single sign-on. Alternatively, users may also access Concur via a link in ConnectCarolina.
Concur Travel SystemOverview
Set Up
- Setting Up Your Concur 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
- Adding Receipts to an Expense
- Creating a New Expense Report
- Identifying Concur Travel Transactions
- Linking an Approved Travel Request to an Expense Report
Travel
Computer-Based Trainings via CarolinaTalent (Permanent Employees Only)
- Basic Concur User Training
- Delegate & Approver Training
- Advanced Concur User Training
- Making Reservations and Booking Travel with the Concur Travel System
Online Concur Training Videos
- Learning to Use ExpenseIt (Concur Mobile App)
- TripIt Pro Traveler Resources
- Recorded Training Session – Cognos Connection
- Basic Concur User Training (for non-employees)
- Delegate & Approver Training (for non-employees)
- Advanced Concur User Training (for non-employees)
- Making Reservations and Booking Travel with the Concur Travel System (for non-employees)