Concur Travel and Expense FAQ

Traveler 

• The traveler can be an employee, student, trustee, recognized student organizations, special state employee, non-employees such as speakers, lecturers, visiting professors, candidates for employments, guests etc.
• Presently only employees will have access to Concur.
• Presently Pre-travel authorization and booking is not available to anyone who is a guest or a non-employee student.
• All students traveling should complete a travel questionnaire prior to traveling. This will aid in determining which system it can be processed in.

Supervisor

• The supervisor oversees the work and activity of their direct reports.
• Officially in charge of a department or area.
• Performs the annual performance review of their direct reports.
• Approves time and labor of their direct reports.
• Responsible for monitoring and regulating staff in the performance of their duties.
• Can be a Chair, Director or Manager.

Approver

• Authorized approver for the department incurring the expense.
• Can be a Dean, Chair of the department, Vice Chancellor, Director or Manager
• PI of grant or award.
• Employee that was awarded start up or other special funding for a directive or specified use.
• Anyone responsible for approving prior approvals or exceptions per the Business, Travel and Expense (BTE) policy approval matrix.

Bankcard holder

• The bankcard holder is assigned a university credit card; they have the responsibility for maintaining the records for all transactions. This includes, but not limited to, using the card ethically and appropriately, observing dollar limits and restrictions of its use. They are also responsible for reconciling and documenting the transactions, ensuring compliance with all policies, regulations and procedures of UMass. 

• Do you travel or are planning on traveling in the near future?
• Do you supervise direct reports?
• Do you currently approve requisitions in Buyways?
• Do you have a University bank card?
• Will you be preparing Travel requests or expense reports for other colleagues?

• Traveler
• Supervisor
• Approver
• Bankcard holder

• Request for access
• All access requires prior training; once you have completed your training you can request access by sending an email to: travelexpense-services@umassp.edu.

• If you have requested access via email, you will receive a confirmation of completion.
• If you have attended training, try logging into the Concur system. If you are unsuccessful, request access by sending an email to: travelexpense-services@umassp.edu

• There are scheduled instructor-led sessions or self-guided videos via the HR Get Inclusive course and training dashboard.

UMass Dartmouth went fully live on Concur 3/15/2024. Any new activity after this date is now processed in Concur.  We are no longer using the Peoplesoft system for processing new travel or processing of bank card transactions.

Email travelexpense-services@umassp.edu to create a case asking your question or explaining the situation that you are experiencing.

Call the Concur Hotline at (774) 570-5507.  Follow the prompts to connect to a support team member. Hotline support is available Monday through Friday from 9am to 4pm.

An authorized approver for the department incurring the expense. Anyone responsible for approving prior approvals or exceptions per the Business, Travel and Expense (BTE) policy approval matrix.

You will receive an email notification from UMass Concur Travel and Expense autonotification@concursolutions.com that there is a request or expense report waiting for your approval. There is also a link to Concur within the notification that allows you to easily login.

You will no longer need to approve anything in Peoplesoft. However, all transactions that are posted will feed to Peoplesoft for reporting purposes.

For additional information, please see the President's Office: Project Fast Lane Approval Questions.

You will receive an email notification from UMass Concur Travel and Expense autonotification@concursolutions.com that there is a request or expense report waiting for your approval. There is also a link to Concur within the notification that allows you to easily login.

No, submitting expense reports in Concur routes them to your supervisor for approval. Also, this stores the documentation needed to support the business expenses.  No further need to upload statements and receipts into Buyways.

Transactions now feed to Concur daily. If your access is set up, you can go into Concur to retrieve them to process the expense reports needed to allocate them to the appropriate budget.

For additional information, please see the President's Office: Project Fast Lane - Bank Card Questions.

You will receive an email notification from UMass Concur Travel and Expense autonotification@concursolutions.com that there is a request or expense report waiting for your approval. There is also a link to Concur within the notification that allows you to easily login.

You will no longer need to approve anything in Peoplesoft. However, all transactions that are posted will feed to Peoplesoft for reporting purposes.

For additional information, please visit the President's Office: Project Fast Lane.

• You will still need training, as your delegate cannot submit the expense report on your behalf.
• You can complete a delegate request form to assign a delegate to prepare your travel requests and expense reports.

You are responsible to

• access the expense report
• review it thoroughly for accuracy
• to submit it as a form of approval for further processing. It will go to your supervisor, then to the Cost Object Approver for budgetary approvals. If the expenses are charging a Sponsored Research grant Chatfield string, it will go to the ORA Grant Managers for their review and approval.  

For additional information, see the President's Office: Travel Booking Questions.