Travel and Expense Reimbursement System (Concur)

Are you someone who prepares travel-related requests, bookings, and expense reports for travelers in your division? Learn how to use the Travel and Expense Reimbursement System (Concur) to support your team's travelers. As a Travel Delegate, you can advise your travelers on how to list you as their Travel Delegate and then prepare travel request forms, book business travel, and compile travel expense reports on behalf of those travelers.

Are you someone who travels for work on behalf of UB? Do you book your own travel arrangements and submit your own travel expense reports? Learn how to use the Travel and Expense Reimbursement System (Concur) to prepare and submit your own pre-travel request forms, book business travel, and compile and submit travel expense reports in Concur.

This online session is offered monthly and presented by The Travel Team Inc., UB’s travel agency partner. Learn about the many benefits you can take advantage of when you book your airfare, hotel, and transportation right in the Concur Travel Module instead of vendor sites—still with your loyalty program perks applied.

Get a deep dive into how to use the expense module in UB’s travel and expense reimbursement system (Concur). Gain an in-depth understanding of linking a pre-travel request to an expense report, travel itinerary allowances, hotel itemizations, and other expense module features. You can compile and submit accurate travel expense reports in Concur for yourself or on behalf of the travelers you support.

Learn why you need to prepare a Travel Itinerary, different options for how to do so, and how to elect or decline Travel Allowances.

Learn why you need to look up hotel per diem before you request or book travel, how to complete the mandatory Hotel Itemization worksheet in Concur, and what to do if your lodging expenses exceed per diem rates. 

Learn how to use the Travel and Expense Reimbursement System (Concur) through a collection of self-paced videos. Review recordings of recent Concur webinars for travelers and traveler preparer delegates and focused sessions that target common issues for all Concur users.