Concur Getting Started

Concur Access Reminders

iTravel roles are NOT copied to Concur. Before a user can access Concur, your Department System Access Administrator (SAA) must explicitly provision users with a Concur role in our Enterprise Access Control System (EACS). SAAs have been provided with the following instructions on establishing Concur Access. The role establishment/departmental processes may still be in progress. Please check with your department SAA/administrative staff to confirm your access has been granted.

Roles and routing assigned in EACS before 5 pm each day will be reflected in the Concur system the next day. An overnight update is required.

When logging into Concur, please be sure to use your “NETID@ucr.edu” for the Sign In verified email address. If “Sign in with University Credentials” does not display after entering your NETID@ucr.edu, the role set up in EACS has not yet interfaced with Concur.

Your patience is appreciated as we transition to the new system. Question can be directed to travelfeedback@ucr.edu

Getting Started with Concur

Verify your name
Verify your UCR and other email addresses
Enable the e-Receipts option
Load loyalty numbers for airlines, hotels, and rental car companies
Add delegates and travel arrangers that will help manage travel
Establish a Mobile PIN and install Concur - ExpenseIt and TripIt apps

Quick Start Reference Guides

Reference Guides Coming Soon!
Setting up your Concur Profile - Employee/Traveler
Setting up your Concur Profile - Expense Delegate & Travel Arranger
Using Mobile Apps
Travel & Expense Icon Guide
FAQ

Concur Mobile

Concur Mobile features:

Management of flight, hotel, and car rental itineraries
Capture and track mileage
Creation of expense reports from photos of receipts
Submit and approve expense reports
Categorizes and maps expenses based on receipt images

TripIt Pro

Tripit Pro features:

Check-in Reminder - notifies you 24 hours prior to your flight
Point Tracker - keeps track of your rewards programs
Itinerary management - send travel plans to a select group of your choice
International Travel Tools - provides country-specific travel information
Flight Status, terminal, and gate reminders-provides real-time alerts
Security Wait Times
Airport navigation and alerts
Neighborhood safety scores

Concur Icons

The following are the most commonly used Concur icons and a brief description of what each indicates. For a full list of icons see the Travel & Expense Icon Guide from Concur

Icon	Name	Description
	Trip Data	Indicates trip information from an itinerary
	Ground	Indicates that the expense entry originated from a ground transportation itinerary
	Credit Card Transaction	Indicates that an expense entry was a credit card transaction
	Electronic Receipt	Indicates Electronic receipt has been sent by the vendor to the user's account
	Exception	Indicates an exception must be resolved before submission
	Alert	Indicates an exception that does not prevent submission
	Full Allocation	Indicates that the expense entry has been fully allocated
	Partial Allocation	Indicates that the expense entry has only been partially allocated
	OCR Receipt	Indicates than an expense entry has an Optical Character Recognition (OCR) receipt
	Receipt Required	Indicates that an imaged receipt is required
	Receipt Attached	Indicates that the required receipts have been attached
	Receipt Affidavit	Indicates a missing receipt affidavit has been attached to the expense
	XML Receipt Attachment	Indicates that an XML receipt is attached to the expense
	Report Returned	Indicates that the approver returned a report back to the submitter with content
	Personal Expense	Indicates that an expense entry was marked as personal
	Credit Card Transaction	Indicates that a credit card transaction includes additional data
	Report Ready for Review	Indicates that the expense report has been reviewed by a delegate and is ready for delegator review and submission

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