Concur Arriving at UNC Charlotte: What You Need to Know

Business Affairs is excited to announce the move to SAP Concur for travel and expense management in August 2024. This change supports the need to streamline university travel and expense processes while ensuring policy compliance.

Concur offers several advantages over the current paper-based process, including:

• Ease of use: Concur is simple to set up and use, with a user-friendly interface that will make it easy for faculty and staff to request and monitor their travel in real time, complete their expense reports seamlessly, track receipts and calculate trip mileage.
• Efficient automation: Users will enjoy automated approval workflows for travel requests and expense reports, streamlined purchasing card transactions and a faster reimbursement process.
• Enhanced communication and flexibility: Concur is versatile and can be accessed from a computer, laptop, or mobile device, providing users and approvers the flexibility they need to stay current on their reimbursement requests. Also, the Concur email notification system ensures everyone involved in the approval process is kept in the loop, reducing delays and allowing for faster reimbursement.

Concur will also be used to reconcile non-travel purchases made on the university’s purchasing cards (p-cards), eliminating the need for two separate systems. Bank of America will continue to provide p-cards, and individuals’ assigned p-cards will remain the same.

Why?

The current paper-based travel and expense reimbursement system is cumbersome to maintain and manage. Through a competitive review process Concur was identified as the ideal partner to meet the requirements for automating many of our current processes while providing stability and flexibility.

When?

The transition to Concur is scheduled for August 1, 2024. We will share more details in the coming months.

Helpful FAQs to get you started

The Concur FAQs are the best place to start to get answers to your questions. We will continue to add FAQs in the coming months to guide you through this change.

What else do i need to know?

More details, including town hall sessions and training details, will be provided on the Concur project page.

Rest assured, we are committed to providing comprehensive support during this transition to ensure a smooth and successful adoption of the new system and minimize disruption as much as possible. We will continue to update the community as plans are finalized. If you have further questions or want to talk with the Concur project team, please email us at concur-project-group@charlotte.edu.