General Concur FAQ
- What is Concur? What can I do in Concur?
- Do I have to use Concur?
- Who has access to Concur?
- How do I log in to Concur?
- What is the App Center?
- What Apps are available to use with Concur?
- How can I get these apps?
- Who can make changes to a Concur profile?
- How do I become a delegate in order to prepare Requests and Expense Reports?
- Will Concur provide compliance feedback?
1. What is Concur? What can I do in Concur?
Concur is a Travel Management system that allows you to create / process Travel Requests, make on-line travel arrangements with the PPPL contracted travel agency, and create / process Expense Reports to record travel expenses.
2. Do I have to use Concur?
All PPPL travelers must use Concur for the request and expense processes. While you are not required to use all of Concur’s functionality, you are encouraged to give it a try. Concur’s travel booking features with built-in business rules, accompanying mobile apps, and e-receipts offer many conveniences that may make traveling and getting reimbursed easier.There are advantages to using the PPPL subcontracted travel agency associated with Concur, Graycar Travel. They can help you get lower airfare for your trip, provide phone assistance while you’re traveling, and help you make complex foreign travel reservations.
3. Who has access to Concur?
PPPL employees and PPPL graduate students have access to Concur.
4. How do I log in to Concur?
You can log in to Concur using your PPPL SSO credentials.
5. What is the App Center?
Concur’s App Center allows travelers to link their favorite apps and services to Concur. When you link a service such as Uber, Marriott, United with Concur, your spending in these apps will feed into your expenses in Concur, creating an e-receipt*. Access the App Center tab in Concur after you log in or from the Concur mobile app (tap the menu in the upper-left corner, and then tap Connect to Apps).
*Certain expense types require itemized receipts and the app generated e-receipt may not be sufficient.
6. What Apps are available to use with Concur?
Three apps to know about are:
The Concur Mobile App: Easily manage your travel and expenses with Concur direct from your smartphone.
TripIt Pro: Connect to the world’s highest-rated travel organizing app to access all your plans in one place, and stay one step ahead while traveling. When you connect TripIt and Concur, anything you book in Concur will automatically be added to your TripIt account. The app will provide alerts when flight or gate changes occur. If you currently use the free TripIt app, you will be able to use the Pro version when you are enabled to use Concur for your PPPL business travel.
ExpenseIt: A receipt capture app that works seamlessly with Concur Expense to quickly turn receipts into expense reports. When you take a photo of a receipt with your smartphone, ExpenseIt automatically creates and categorizes an expense entry using optical character recognition (OCR). It even can itemize hotel bills.
7. How can I get these apps?
They are available through the Apple App store for iPhone and iPad or Google Play for Android devices. After installing them, you’ll connect them to your Concur account (instructions will be provided for this process).
8. Who can make changes to a Concur profile?
A traveler can modify his/her own profile in Concur. If the traveler has assigned a delegate, the delegate can make all changes to the traveler's profile except Request/Expense Delegate assignments and Mobile Registrations. The traveler must enter any assignment of delegation. Delegates should not update their travelers’ profiles without their expressed permission.
9. How do I become a delegate in order to prepare Requests and Expense Reports?
Travelers are responsible for assigning delegates to prepare and submit Requests, and prepare/assist with Expense Reports in Concur. After logging into Concur, travelers use the down arrow next to “Profile” to select Profile Setting.
10. Will Concur provide compliance feedback?
It can. The system is set up to provide cautions in the request, booking, and expense process when there is a policy or compliance issue, or something that the traveler should be aware of. However it is the traveler's responsibility to ensure that all travel requests, booking, and expenses incurred are within compliance.