Travel & Expense System (Concur)

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Authorized UB faculty and staff use Concur, the travel and expense reimbursement system, to book business travel, and to submit business travel and non-travel expenses for reimbursement.

UBITName and Password are required

New User Interface is Now Live!

The new Concur user interface allows for straightforward expense details, easier itemizing, and faster allocations. Review our Concur tips sheets and videos. 

Preapproval is Required for All UB Travel

The university’s travel policy requires faculty and staff traveling on an overnight trip to seek preapproval to travel from their supervisor. The previous paper form is now an electronic preapproval request that can only be submitted through Concur. The electronic process will create a more efficient administrative workflow for travelers and units. 

If you are coordinating travel for guests, then you may continue to complete the paper Travel Preapproval Request form.

Getting Started in the Travel and Expense System

Follow these steps to get started using the travel and expense reimbursement system.

Roles in the Travel and Expense System

Traveler Travel Preparer Non-Traveler Supervisor Cost Approver

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

Follow Getting Started Guide

For detailed instructions to get started using the system, refer to the Getting Started Guide for Travelers and Non-Travelers.

1. Log in to Concur

Click the login button and sign in with your UBITName and password.

2. Preapproval is Required, Submit a Request for Travel

Use the Request module to submit a request for approval of your estimated expenses before you incur them.

3. Book Your Trip

Book your business travel reservations using the Travel module in the travel and expense system. This is optional. You do not have to use the system to make travel reservations.

4. Go on Your Trip

During your trip, use the optional mobile apps to record your expenses and access your travel itinerary. 

5. Expense Your Trip

When you return from your trip, use the Expense module to create an expense report to submit your business travel and non-travel expenses for reimbursement. Be sure to attach required receipts and supporting documentation to your report. 

6. Submit Expense Report

When your expense report is complete, click Submit Report to send it to your supervisor for review and approval.

Tip Sheets, Videos and Mobile App

FAQs About the New User Interface (UI)

Concur, the travel and expense reimbursement system used by faculty and staff travelers, has introduced enhancements that will impact university travelers.

Getting Help