Concur Setup

About

Concur is the University's travel and business expense management system. Concur streamlines the preparation of expense reports and helps you manage receipts, expenses, and travel from your web browser or mobile device. All members of the Law School community can book travel and submit travel and business expense reimbursements through Concur. For more about Columbia Travel & Expense. If you need help or have questions about local travel and business expense policy, please contact the Concur Team at concur@law.columbia.edu.

Concur Training

This web-based training is for all users of Concur, both travel and expense.  You can access the training here. Depending on which modules of this training are pertinent to you, this should take about 1 to 1.5 hours to complete. Please note that you should submit the associated Training Acknowledgement to attest to training completion. If you have questions, please contact concur@law.columbia.edu

This web-based training is only for users who have been assigned a Supervisor/Manager role.  You can access the training here. This training should take about 30 to 45 minutes to complete. Please note that the Introductory Training (for all users) should be taken prior to the Approver Training.

The Approver Training includes a Knowledge Assessment for which a 90% or higher grade must be achieved before the Concur approval role is assigned to you. If you have questions, please contact concur@law.columbia.edu

 

 

Get Started with Concur

Log into Concur: Travel & Expense Portal 

Once you enter your login credentials, UNI and password, you will be required to authenticate using DUO Multi-Factor Authentication. If a login warning appears reminding you to review and update your profile, click OK and you will be directed to the homepage.

To get familiar with the functionality of the Concur Travel & Expense Portal, please refer to this interactive Concur Navigation Tour

Follow one of these training guides to set up your profile:

Job Aid: Travel and Expense Users

Job Aid: Expense Only Users (non-travelers)

Follow this training guide to learn how to assign and manage your delegate(s):

Job Aid: Assign and Manage Delegates

Follow this training guide to manage your notifications and email reminders from Concur and World Travel Inc. (WTI)

Job Aid: Manage Notifications & Reminders

Follow this training guide to learn how to set up and install the Concur Mobile app, Trip-It Pro app, and the International SOS (ISOS) app on your phone:

Job Aid: Setting Up and Installing Concur Mobile, Trip-It, and ISOS Apps

Follow this training guide to learn how to view and update the method of how you receive reimbursements:

Job Aid: Updating Your AP Reimbursement Method in PAC 

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