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 in August 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!


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 – June 2024, Testing and Configuration Phase: Continued configuration and Banner integration and testing in the pre-production environment.
  • June -August, 2024, Training Phase: Develop and provide initial training for University employees.
  • August 2024: Go Live! Concur is available to Charlotte faculty and staff.

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


TOwn Halls & Training

We will continue to provide updates as plans get finalized.

Town Hall Dates

Town Halls began in June 2024. Register for an upcoming session!

  • 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. – Register for a “sneak peek”
  • Tuesday, July 16, 2024, 10:00 – 11:00 a.m. – Register for a “sneak peek”
  • August – to be announced – Coming soon!

Training

We anticipate providing initial training in July 2024.

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RESOURCES


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