Concur: Travel and Expense Management System
Concur has significant advantages, including online trip approvals, automated workflow, and integration with the Travel Card.
Using Concur: Training Materials
- Getting Started Guide, Concur (PDF)
- How to Update Your Concur Profile: Required Information (PDF)
- Creating a Request (PDF)
- Connecting Expenses to a Request (PDF)
- Creating Itineraries for Travel with Meals (PDF)
- Written version available here: Concur Instructions (PDF)
- How To Enter a New Chartfield Number into a Concur Expense Report video:
FAQ Related to Global Card purchases and Concur
Do I have to use multiple chartfields on the same concur report?
No, you do not need to use multiple chartfields on each Concur report. It’s okay to create an expense report for each separate chartfield if it is easier for you to track the expenses. Procurement would like staff to submit non-travel expense reports biweekly, when possible, so it would be best to wait until you have a few expenses from the same chartfield before submitting the concur report. Meaning, when a transaction hits your Available Expenses list, you should add it to a report and wait to see if you have more expenses to be added to it within that two week period before you submit it. There are some staff submitting multiple expense reports per week using the same chartfield, with only one transaction per report. That is not effective employee time management for the employee or all the approvers in the workflow, this is what we are attempting to minimize.
Can I add non travel related expenses to a travel concur report like I have been doing?
Yes, you can still add non-travel related expenses to a travel concur expense report. You just have to mark the appropriate transaction(s) as a non-travel expense.
The University’s policy regarding travel meals changed effective June 3, 2019.
An additional meal-type will be allowed:
- Under certain limited circumstances, (Administrative Practice Letter, Section IV-B, IV. B.3 (PDF)), an employee working an extended day may be reimbursed up to $20 for the actual cost of a Single Extended Day Travel Meal
- The IRS classifies this reimbursement as a taxable benefit to the employee and therefore it will appear in the Earnings portion of the employee’s paycheck (Examples of Single Extended Day Meal reimbursement appearing on employee paycheck and in MaineStreet (PDF))
and will be reported on the employee’s IRS Form W-2
Instructions for travelers and manager approvers regarding this new expense type in Concur:
- Instructional video describing the revision to the APL: Extended Day Meals policy update – May 15, 2019, 10:42:28 a.m. (Kaltura video) (2:04 minutes)
- Instructional ‘How-to’ video: Extended Day Meals in Concur – May 14, 2019, 4:35:34 p.m. (Kaltura video) (3:52 minutes)
- Instructional ‘How-to’ document: Procurement User Guide: Extended Day Travel Meals (PDF)
More information about UMaine’s travel policies
- Travel Policy Changes Summary (PDF) (updated March 2018)
- Travel APL: Travel, Expense and Travel Card Procedures (PDF) (updated June 2019)