Explore the Travel and Expense System Home Page

On the home page you have quick access to:

  • Start a request or expense report.
  • Upload a receipt or supporting documentation.
  • Review alerts, requests and expense reports.

Watch Our Video: Explore the Home Page

Steps to Explore the Concur Home Page

Refer to Figure 1. The numbers inside the page icons correspond to the following numbered descriptions.

1. Main Heading

  • Access to Request, Travel, Expense, Approvals, App Center, and Profile
    • Note - your access depends on your Concur role.  You will not have “Approvals” if you are not an approver in Concur for example.

2. Quick Task Bar

  • Provides quick access to start a request or expense report, and to upload receipts or supporting documentation. 
  • Click each open task and work to complete it.

3. Trip Search

  • Use the Trip Search booking tool to make your business travel reservations.
  • Trip Search is contracted through The Travel Team Inc., and there are no service fees charged for bookings.

4. Alerts

  • Review important alerts as you book travel reservations and submit expenses for reimbursement.

5. Company Notes

  • Review important UB specific notices.

6. My Tasks

  • View your outstanding tasks to see how many open requests, available expenses and open expense reports you have.