Concur Training Material

Accounts Payable has created this ultimate training guide to thoroughly instruct you on all the features Concur provides. This extensive guide will help you navigate your profile settings, understand all the systems modules and show you how to access applications that integrate with Concur.

Are you a new Concur user?

Before you begin in Concur learn the basics. This page provides quick access to the information you need to begin using Concur and will ensure a smooth transition.

Click on Concur Intro Manual to get started.

Need additional guidance?

Each box below represents training resources for that specific name or module. Each section features extensive training materials such as quick reference guides, videos, and tip sheets to aid both new and existing users when entering a request, booking travel, completing an expense report, and approving requests & expenses.

Select a topic from the list below:

Rowan Knowledge Base Articles
Concur Travel & Expense System

Rowan University
Travel Policy

Concur Travel & Expense

Videos

Profile

Click to access training materials on the traveler's profile including travel preferences, traveler award programs, e-receipts, delegates, approvers, connected apps, etc.

Request

Requests are used to obtain preapproval for overnight travel. Rowan University employees are expected to submit Requests in Concur for all overnight domestic and international travel.

Expense Reports

Once you have traveled, you must expense your travel to ensure appropriate reimbursements occur. Expense Reports must be submitted within 10 business days after overnight travel was completed.

Day Travel

Day Travel is official University travel that does not require an overnight stay or an encumbrance number. All employees, faculty, and staff are now required to submit Day Travel through the University’s new automated travel and expense system – Concur.

Approvals

Reminders of the processes and responsibilities for anyone with request and expense approver permissions. This section will cover the neccesary steps to approve requests and expense reports accurately and promptly.

Delegates

Delegates are employees who are granted permissions so can act on behalf of another employee to perform tasks within Concur. Profiles for the Traveler, Approver and Delegate must be set up first.

Direct Travel

Direct Travel will integrate with Concur to fulfill employees’ travel booking arrangements, automatically transfer itinerary information to expense reports and maintain the traveler’s rewards.

Concur Mobile App

Concur offers a mobile app you can download to your smartphone or tablet. The app allows you to upload receipts at the time of purchase and Approve Requests & Expenses on the go. The Concur app allows you to take photos of your receipts using a smartphone.

TripIt Pro

TripIt Pro is included for all travelers. TripIt Pro is a premium service that includes all the benefits of TripIt plus a suite of additional features geared to the frequent traveler including advanced flight monitoring, seat tracking, and more.

Contact Information

Rowan Contact Information

Accounts Payable Travel Inbox
asktravel@rowan.edu

Direct Travel Contact Information

Travel Counselor
rowantravel@dt.com
866-228-3916
Monday-Friday, 8:00 a.m. - 5:00 p.m.

Online Travel Booking Support
onlinetoolsupport@dt.com
800-999-7939
Monday-Friday, 8:00 a.m. - 8:00 p.m.

*Additional fees may apply for calls outside of business hours and should be used for emergency travel services.

Insurance Contact Information

Risk Management & Insurance
(856) 256-4370
Website: Business Travel Accident Insurance

AIG
Email: assistance@aig.com
U.S. and Canada Toll Free: +1 877 244 6871 or +1 877 278 7196
Register for an AIG Travel Guard User Account