U-M uses Concur for employee business expense reconciliation, including both PCard and out-of-pocket expenses. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports.

Best Practices

Submitting Reports

It is recommended to submit 1-2 expense reports per month. You can continue to add transactions to the same report and submit once a month. Out-of-pocket business expenses can be submitted more frequently to ensure timely reimbursement to the employee. Whenever possible, combine these expenses into a single report.

 

Managing Receipts

1) Upload to Concur

  • Receipts can be uploaded to Concur from your computer. The system accepts PDF, JPG, JPEG, TIF, TIFF, and PNG files.

2) E-Receipts

  • E-Receipts are electronic itemized receipts that can be accepted in lieu of a scanned or attached receipt. Employees are able to receive e-receipts for transactions from travel suppliers who have an e-receipt agreement with Concur. 
  • Employees must enable e-receipts in their Concur profile.

3) Capture Receipts With Mobile

  • Take photos of your receipts with the Concur app on your mobile device, which will automatically be uploaded to your Concur Receipt Store for assignment to expense reports.

4) Receipt Store

  • Activate and register for the Receipt Store to file receipts for future use.  Along with your photos taken with a mobile device, receipts can also be sent to Receipts@Concur.com.
  • Employees must verify their email address in Concur to use this feature.
 
Hotel Itemization

When itemizing hotel expenses, enter the arrival and departure dates, enter a room rate, room tax, and any other daily additional charges (e.g., parking, internet). Make sure to mark any non-business expenses as personal (e.g. room service, movie rentals, mini bar, etc.). If daily rates vary, you can update or delete the corresponding expense line. 

 

Per Diem

If you are claiming per diem in a report, click “Yes” in the dialog box that appears when creating a new expense report. The box states, “Are you including a request to be reimbursed for per diem expenses in this report?

Complete the New Itinerary Stop pane for each leg of your trip in the pop-up box. If this is a single day trip, skip this section and click, Go To Single Day Itineraries at the bottom of the pop-up box.

 

Multiple Approver Processes

Since multiple approvers may be required for certain expense reports, units should document who in their unit is an authorized approver, which expenses each approver is authorized to approve and which employee’s expenses they are authorized to approve (see the Employee Travel & Expense Internal Control guidance for further information and resources). By developing this documented approval process, each approver then becomes an “authorized approver” as stated in the approver attestation in Concur.

If approval is required from multiple units (e.g., for joint appointments), units should develop and agree on similar review and approval business processes. For example, unit administrators may want to be approvers for any expense report that has charges on their shortcode(s), regardless of the faculty or staff member’s administrative home unit.

The employee is responsible for bringing forward or communicating any potential conflict of commitment or conflict of interest activities that may arise.

Concur Mobile App

Concur Mobile is designed to enhance the expense reporting process. Use it to capture receipts and record expenses while traveling. 

To begin using the mobile app, register in your Concur profile and download the app to your mobile device from the app store. To learn more, check out the Concur Mobile App Guide.

  • Capture and upload receipts with your camera
  • Create expense lines or reports
  • Add and update per diem
  • Update existing reports

The mobile app should not be used for itemizing expenses, changing expense types on existing expense lines, submitting expense reports, or approving expense reports.

Contact Us

Finance Customer Care

Phone: (734) 764-8212, prompt 2
Fax: (734) 615-6235

Hours

Customer service is available from 8 a.m. to 5 p.m. Monday-Friday.

Address

Procurement Services
7071 Wolverine Tower
3003 South State Street
Ann Arbor, MI 48109-1282
By appointment only

Training

Training and how-to materials for using Concur are available in MyLinc. You must be logged in to MyLinc for the links below to work.

  • TEE101 U-M Concur Travel & Expense Report Training – This 1 hour eLearning course provides information for any U-M employee (or their delegate) on how to book travel and create expense reports in Concur.
  • Concur Training and Resources – One-stop location for all Concur training materials, including:
    • Modifying Concur Profiles, Booking Travel, Creating Expense Reports, Approving Expense Reports, Managing Cash Advances, Concur Reporting, Additional Concur Tasks & Troubleshooting, ExpenseIt Resources

Resources