Reference Materials


Travelers

Arrangers & Travelers

  • Comprehensive UTravel Guide – PDF

Profile

  • Getting Started in Concur – PowerPoint
  • How to Assign a Delegate in your Profile – Video
  • How to Turn Off Email Notifications – PDF
  • Updating your Profile – Video
  • UTravel Navigation and Profile – PDF

Request

  • Creating a New Request in UTravel – PDF | Video

Travel

  • Airfare Reservation: Ticketed vs. On-Hold/Confirmed – PDF
  • Booking Air/Car/Hotel – PDF
  • Booking Travel in Concur – Video
  • How to submit Confirm a Trip Form – PDF

Expense

  • Allocations – Video
  • Expense – PDF | Video
  • How to Add Credit Card Transactions to an Expense Report – PDF
  • How to Expense a Cancelled Trip – PDF
  • Managing Receipts – PDF
  • Produce a PDF summary of an Expense Report – Video

Approvers

  • Approve an Expense Report on Website – PDF
  • Approve an Expense Report on Mobile App – PDF

Watch a Pre-recorded Zoom Training – Part 1 | Part 2


UTravel Frequently Asked Questions


NOTE: Concur users should add AutoNotification@concursolutions.com to their safe sender list in Outlook. All emails sent to users from Concur come from this email address, and may end up in a junk email folder unless it’s specifically added to a safe list.