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!
      • 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 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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FAQs

Concur Travel & Expense FAQs

Please visit the University FAQ site for a complete list of Concur FAQs. We will continue to add FAQs in the coming months to guide you through this change.

Travel Policy and Procedure FAQs

Purchasing Card Policy and Procedure FAQs

TRAINING & TOWN HALLS

We will continue to provide updates as plans get finalized.

Training Details

Initial training will begin on Thursday, August 8, 2024. Users are encouraged to attend a session when they need to complete a task in Concur for better retention. Registration is available in the Learning and Development Portal. There are three different training courses available plus open mic sessions. Please refer to the training article for all training opportunities.

  • Concur for Delegates
  • Concur for Travelers
  • Concur for Purchasing Card Expense Report (Non-travel)

Town Hall Dates

Town Halls occurred June-July 2024.

  • Tuesday, June 11, 2024, 2:00 – 3:00 p.m. – Complete
  • Thursday, June 20, 2024, 11:00 a.m. – noon – Complete
  • Thursday, July 11, 2024, 2:00 – 3:00 p.m. – Complete
  • Tuesday, July 16, 2024, 10:00 – 11:00 a.m. – Complete
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Announcements

RESOURCES

contact us

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