Project 394: Concur

person sitting in airport terminal next to window overlooking the tarmac; their left white hand holds a cell phone and their right hand is on the mouse pad of a laptop with Concur displayed on the screen

UNC Charlotte has selected SAP Concur as its new software program for managing pre-travel approval and travel business and entertainment expense reimbursements. Concur will streamline university travel and expense processes and ensure policy compliance, making it easier for faculty and staff to manage expenses.

Concur will also be used to reconcile non-travel purchases made on the university’s purchasing cards (p-cards), so there will be no need for two separate systems. Bank of America will continue to provide p-cards, and individuals’ assigned p-cards will not change.

Faculty and staff will begin using Concur on Thursday, August 8, 2024. This new system will provide many advantages over the current paper process, including ease of use, efficient automation, real-time travel activity reporting and analytics, and so much more! 

Get ready for a more streamlined and exciting way of managing travel and expense reimbursements!

Proposed timeline
announcements
TRAINING & town halls
resources
faqs
contact us

timeline

  • October 31, 2023: Project Kickoff
  • November 2023 – January 2024, Design Phase: Completed work with the vendor and made decisions on the overall system functionality and design.
  • February – July 2024, Testing and Configuration Phase: Continued configuration and Banner integration and testing in the pre-production environment.
  • August 8, 2024: Go Live! Concur is available to Charlotte faculty and staff.
    • Plan ahead for the transition to Concur!
      • Travel Requests will need to be entered in Concur for travel occurring on or after August 8. The reimbursement will follow.
      • Purchasing card transactions occurring after August 7 will be posted to Concur.
      • Non-employees and students (except graduate assistants) will not be added to Concur and will continue to use paper travel forms outside of Concur. Links to the forms will be announced and added here.
  • August 8, 2024, Training Phase begins: Provide initial training for University employees.

Track the progress of IT Project #394 on the OneIT dashboard!

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KNOWLEDGE BASE

FAQs

Guidance

Please visit the Knowledge Base for a complete list of Concur Guidance and FAQs.

TRAINING & TOWN HALLS

Training Details

Initial training and open mic sessions occurred Thursday, Aug. 8 through Thursday, Aug. 29, 2024. Users are encouraged to watch a recorded session when they need to complete a task in Concur for better retention. Registration for future sessions is available in the Learning and Development Portal. Materials for the five different training courses are available below.

Please refer to the training article for all training opportunities.

Town Hall Dates

Four Town Halls were held June-July 2024.

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Announcements

RESOURCES

contact us

  •  If you have questions about Concur or need assistance, submit this request form.