Travel and Expense Reimbursement System


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

Requires UBITName and password

Check System Status
The status of the travel and expense system and all its related services are continously monitored. If there are any interruptions in service, a note will be posted here > Check the Concur Service Status Dashboard

Using the Travel and Expense System

About the Travel and Expense System

The travel and expense system streamlines the reimbursement process by eliminating the need to submit paper receipts and vouchers.

Reasons to Use the Travel and Expense System

The travel and expense system enables you to make business travel reservations and to submit your business travel and non-travel expenses for reimbursement.

Use the travel and expense system if you:

  • Travel on behalf of UB.
  • Have business travel expenses that require reimbursement.
  • Have business non-travel expenses that require reimbursement.

Getting Access to the Travel and Expense System

  • Your profile is set up with your UBITName and password.
  • Guests and non-employees are not authorized to use the travel and expense system. This is temporary; we will notify you when this becomes available.
  • Continue to submit paper reimbursements for guests and non-employees as you currently do.

Access Training Resources

Access training, tip sheets and step-by-step videos on how to use the travel and expense system.

Roles in the Travel and Expense System

Travel and Expense System Workflow Process By Role

The travel and expense system workflow process by role:

  1. The Traveler or Non-Traveler creates and submits an expense report for reimbursement.
  2. The Supervisor reviews and approves the expense report.
  3. The Cost Approver allocates expenses on the report to the correct account.
  4. If the expenses on the report are being charged to a sponsored Research Foundation (RF) grant, the Sponsored Projects Services (SPS) Approver reviews and approves the report.
  5. The Processor in the travel office reviews and approves the report for reimbursement.

Delegates in the Travel and Expense System

In the travel and expense system, delegates are individuals who are authorized to complete work on another user's behalf. You can assign multiple delegates to work on your behalf.

Assign a delegate permission to:

  • Prepare your expense reports
  • View your receipts
  • Receive your email notifications
  • Approve expense reports on your behalf if they have approver authority

Upon logging in to Concur for the first time, all individuals must complete and update their profile:

1. Log in to Concur

  • To access Concur, click the login button.
  • Log in using your UBITName and password.

2. Access Your Profile

  • On the home page, at the top right click Profile, then click Profile Settings.

3. Complete and Update Your Profile

Click on Personal Information:

  • It is possible your personal information was carried over from a previous system and may be incorrect.
  • Update and correct your information as needed.

Complete your profile information and click Save after each section. Be sure to complete any fields marked Required:

  • Verify your Name:
    • Your name must match your government issued photo ID that you will present when traveling.  
  • Verify your Company Information:
    • Confirm your company information is correct.
If your Name or Company Information is Incorrect:


  • Enter your Work Address if desired.
  • Verify your Home Address:
    • If your address is incorrect, manually change it.
  • Enter your Contact Information:
    • Input a required Work Phone or Home Phone number. If you do not have a home phone, enter your cell phone number.
    • Register your mobile devices to receive text message travel alerts from Concur.
  • Verify your Email Addresses:
    • This step is required and enables you to upload your receipts and documentation to the travel and expense system.
  • Enter an Emergency Contact if desired.
  • Enter your Travel Preferences:
    • Input the loyalty numbers for travel programs you frequently use.
    • In the section TSA Secure Flight, enter your Gender and Date of Birth. This is required even if you do not plan on traveling.
  • Add Assistants and Travel Arrangers who will help you prepare your travel reservations.
  • Enter Credit Cards if desired to purchase your travel reservations.
  • For more information, download the Setting Up Your Concur Profile tip sheet.

4. Activate E-Receipts

  • On the home page in the Alerts section, click the link sign up here to activate e-receipt functionality.
  • Activating e-receipts enables you to upload your receipts and documentation to the system the following ways:
    • Scan and email your receipts to
    • Receive e-receipts from vendors where you incurred your expenses.
    • Use the ExpenseIt mobile app to take photos of your receipts and upload them to your Concur profile.
  • For more information, download the Activating E-Receipts tip sheet.

5. Follow Getting Started Guides

  • For specific instructions to get started using the system, download the getting started guide corresponding to your role.





Highlights of Changes

Most travel and expense reimbursement processes that were previously paper-based have now been streamlined, so some actions are different in the travel and expense system.

Submitting Receipts

E-receipts are electronic receipt images in the travel and expense system that replace paper receipts. E-receipts are required for most expense types with the exception of per diem, mileage or fixed meals.  

Missing Receipts
If you are missing a receipt for one of your expenses, contact the supplier to request a copy. For some expense types, a Missing Receipt Affidavit can be completed in the travel and expense system and attached to your expense report instead.   

Retaining Original Receipts
Retain your original receipts until your expense report is processed in the travel and expense system and reconciled to the monthly reports. If travel expenses are being charged to a grant, follow the grant guidelines for record retention.  

Booking Travel

Travel Requests
Travel requests are proposed requests for travel that must be submitted and approved in the travel and expense system before you make your reservations. Your department will determine if you are required to submit a travel request or not.

Reserving a Hotel Designated as a Preferred Conference Location
When attending a conference, the organizer may have designated a location for you to book a hotel. You may choose to make reservations using the information provided by the conference or you can check in the travel and expense system for a cheaper rate.

Frequent Flyer Miles or Points
Add your frequent flyer miles or points to the travel and expense system in your Profile Settings. As you make reservations, your frequent flyer miles or rewards will be added to your travel itinerary.

Selecting Your Airline Seat
In the travel and expense system you can select your airline seat. First choose your flight, then click the Select Seat option. The legend will show you which seats are available for your flight.

Flight Change Notifications
Download the mobile app TripIt Pro to receive notifications about flight delays, cancellations, gate changes and carousel numbers for luggage pickup.

Unused Tickets
Unused tickets are nonrefundable tickets that have not been used, usually due to a traveler's change in plans. A credit will be applied on the airline that you can use at a later date. The credit will show up in your profile and will appear when you make future travel reservations.

Changing an Airline Ticket
To change your airline ticket reserved in the travel and expense system, contact The Travel Team, Inc. at 716-332-6500 or toll free number 800-633-6782.

Creating Expense Reports

When to Complete an Expense Report
Expense reports must be completed within 30 days of your trip end date. All e-receipt images must be loaded into the travel and expense system or provided to your delegate and all credit cards charges must be available.

Tracking an Expense Report
To track the status of your expense report, on the Concur home page click Open Reports or Expense. Open Reports will display the current status of the report. To view actions taken on the report, select the report and click Details, then click Audit Trail. If the expense report has already been paid, click Expense then click the link Report Library to view the expense history.

Per Diem
In the travel and expense system, per diem is referred to as travel allowance. Travel allowance includes incidental expenses which you would not be reimbursed for such as tips to bellmen or hotel cleaning staff.

Travel and Expense System Mobile Apps

The travel and expense system mobile apps are optional and available to complement the online site.

For help installing and using mobile apps, go to Travel and Expense Training Resources.

Concur Mobile App

An updated version of the Concur Mobile app was released on Aug. 13, 2018. The update integrated the existing ExpenseIt app features into the Concur Mobile App. 

The existing ExpenseIt app will continue to function until it is discontinued on Dec. 31, 2018. Start using the Concur Mobile app now to learn the ExpenseIt features.

Using the Concur Mobile App

The Concur Mobile app complements the desktop site and fully integrates the expense management process.

Use the app to make travel reservations, take pictures of your receipts and create expense reports directly from your mobile device.

Concur mobile app with ExpenseIt home screen

Related Downloads

Related Links

Download the App

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Getting Help

Travel and Expense System Support

System users should follow these hierarchical steps for help and support:

1. Contact Department Liaisons

  • Department liaisons serve as the points of contact for travel and expense system training and support in each department.
  • Liaisons are familiar with individual department processes and can assist faculty and staff in getting their expenses reimbursed.

2. Review Tip Sheets and Videos

  • Review tip sheets and videos for instructions to use the system.

3. Contact Travel and Expense System Support

  • Email:
  • Call 716-645-4500, press 2 for the travel and expense reimbursement system.
  • Click the Live Chat button to connect with a member of our Customer Support team.

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