Guide for Supervisors and Cost Approvers

Supervisors and cost approvers can follow this guide to learn about their role and how to get started using the travel and expense reimbursement system Concur.

Supervisor Role

The supervisor role in the travel and expense system is assigned to individuals officially designated as time and attendance supervisors. Supervisors are responsible for reviewing and approving employee expense reports submitted for reimbursement in the system.

Cost Approver Role

The cost approver role in the travel and expense system is assigned to individuals officially designated as authorized signatories on accounts. Cost approvers are responsible for allocating expenses to the correct accounts and approving reports in the system.

Getting Started Steps for Supervisors and Cost Approvers

Supervisors and cost approvers should complete the following steps to get started using the travel and expense system.

1. Review System Roles

Each person in your department has a specific role in the system. Your department cannot successfully submit expense reports without the participation of each role. Review the system roles to see how they work together.

2. Learn About System Modules

Learn about the three modules in the travel and expense system that you will use to complete your work.

3. Watch Training Videos

To see an overview of the system, watch the training videos in UB EDGE (UBITName and password required).

4. Review Training Resources

Review tip sheets and videos for step-by-step instructions to use the system.

5. Register for Training

Register for a training or hands-on lab session to learn how to use the system.

6. Contact Business Services Customer Support