Guide for Travelers and Non-Travelers

Travelers and non-travelers can follow this guide to learn about their role and to get started using the travel and expense reimbursement system Concur.

Traveler Role

Travelers are individuals who travel on behalf of UB. They can request, book and submit their business travel expenses for reimbursement in the travel and expense system.

  • The travel and expense system is the preferred method for making business travel arrangements as there are no service fees charged for bookings.  

Non-Traveler Role

Non-travelers are individuals who have business non-travel expenses for reimbursement. They will submit their business non-travel expenses for reimbursement in the travel and expense system.

Getting Started Steps for Travelers and Non-Travelers

Travelers and non-travelers 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. Set Up Your Profile

To set up your profile, log into the travel and expense reimbursement system Concur and go to your Profile Settings

5. Review Training Resources

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

6. Register for Training

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

7. Contact Business Services Customer Support