Concur Help Center

Login to Concur - Important

• Login directions

The following Job Aids (PDFs) will guide you in using different aspects of Concur.

User Profile & Delegates

• Setting up your Concur User Profile
• Adding & Acting as a Delegate

Tcards

• Tcard Request
• Roles & Responsibilities
• Itemizing Tcard Expenses as Personal Expenses

Travel & Hosting

Single Employee

• Travel Request (Single Employee)
• Expense Report (Single Employee)

Single Non-Employee/Guest - The State of Maryland requires all four steps must be followed:

1. Travel Request (Single Non-Employee)
2. Guest/Non-Employee Pre-Travel Instructions (1 of 2) Only if Guest/Non-Employee needs to be reimbursed 
3. Expense Report - Guest & Non-Employees If no reimbursement, please use the normal expense report type for Single Employee (above)
4. Guest/Non-Employee Post-Travel Instructions (2 of 2) Only if Guest/Non-Employee needs to be reimbursed
   - Guest Reimbursement Notification form 

Events

• Event Request

• Event Expense Report
   

Hotel & Meals

All Travelers

• Hotel Itemization
• Daily Meal Per Diem Reduction

Single Employee

• Daily Meal Per Diem - Employee
• Individual Meals & Room Service on Tcard

Single Non-Employee/Guest

• Daily Meal Per Diem - Guest

Personal Car Mileage

Single Employee

• Mileage

Single Non-Employee/Guest

• Mileage

Special Cases

• No Cost Trip Requests
• Splitting Charges Across Multiple KFS Accounts
   

Approvers in Concur

• Tips for approvers
   

Insurance 

• CISI: Comprehensive International Health Insurance

MOBILE APPS

• Concur Mobile Access - Getting started

Capturing Receipts

• Android
• iPhone

Tracking Travel

• TripIt Pro | Video: Instantly Organize Travel Plans with TripIt  (1:14)

Linking UBER & LYFT to CONCUR

• Uber and Concur
• Lyft and Concur

Help Desk

UMD employees can  get live support via Zoom at regularly scheduled times each week.

Concur Office Hours on Zoom: https://go.umd.edu/qbB - Link for Weekly Demo is below.

• Tuesday 10-12
• Wednesday 10-12
• Thursday 1-3 

Support

For assistance with Concur you can email Travel and Card Services: concur-helpdesk@umd.edu

Phone support: 301-405-0607

TRAINING SESSIONS

We will move our onboarding training from Wednesdays, 9:00am to 10:30am to Fridays 9:00am to 10:30am beginning December 9th. 

Traveler trainings: https://umd.zoom.us/j/97785221274?pwd=SzQ5aEhUK29GV05QYzc0d2UwNnVIUT09

• Mondays, 2:00-3:30 
• Tuesdays, 1:30-3:00
• Wednesdays, 9:00-10:30, for 11/30
• Thursdays, 10:00-11:30
• Fridays, 9:00-10:30, beginning 12/9
   

Guest & Group Travel Meetings

• Every Friday @ 11:00am to 12:00pm beginning December 2nd
  https://umd.zoom.us/j/94963544810?pwd=MkR1RW5QdUdKN3lPM2R0K1Jkcm1HZz09

Approvers/Delegates

• Every Wednesday @ 2:00pm to 3:00pm
  https://umd.zoom.us/j/94526818458?pwd=bU1VN1pPL1ZjUkJBb2pkckZQdHQ5UT09

Per Diem & Apps (Concur & TripIt)

• Every Monday @ 10:00am beginning December 5th  
  https://umd.zoom.us/j/97586024244?pwd=NlZ1Qm9pZUdZYlcvTTBUcEdHTEQxUT09

PRE-RECORDED TRAINING

Traveler Training: Introduction to Concur - 7 segments:

1. Concur Overview (9:56)
2. Set Up Traveler Profile (8:35)
3. Apply for Travel Card (5:43)
4. Travel Request & Approval (14:36)
5. Book Approved Travel (11:03)
6. Create Expense Reports  (21:12)
7. Concur Login & Travel Website (7:23)

Approver Training: Introduction to Concur 

• Coming soon

Contact Travel & Card Services if you need additional training or a customized program.

• Email: concur-helpdesk@umd.edu
• Phone: 301-405-0607