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Table of Contents

Logging In

1. Navigate to any web browser.

2. Access Concur by logging in through our website at Travel Services and clicking “Login to Concur Travel & Expense.”

Creating an Expense Report

Expense reports with personal car mileage expenses only must be submitted at least on a monthly basis. Each day’s mileage expense must be entered as a separate expense line item.

Starting from the Expense Module

1. From the Concur homepage, click Start a Report. A new expense report displays.

2. Complete the required report header fields, identified with a red asterisk above each field.

   1. Trip Name

   2. Business Travel Start Date, Business Travel End Date

   3. Trip Purpose

   4. Travel Award No. when applicable.

   5. Traveler Type

   6. Trip Type

   7. Personal Travel fields. If Personal Travel is Y, specific dates should be entered in the Personal Travel Dates field.

   8. Business Purpose/Justification and Account Number where you will give a brief description of how the trip benefits the university.

   9. Account Number (this is your KFS Account Number), and Sub-Account Number if your account has one.

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3. Update any other header fields, as necessary.

4. Scroll to the bottom of the Report Header. The Claim Travel Allowance menu displays.

5. Click No, since this will be a personal car mileage only expense report.

6. Click Create Report.

Entering Personal Car Mileage

Personal car mileage expenses should be submitted for use of a personal vehicle for business miles driven.

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Copying an Expense

Recurring business expenses can be copied from a previous expense and then updated for the new expense item.

1. With the expense report open, select the expense you want to copy.

2. Click Copy. The new expense is added to the Expenses list with a date one day later than the original expense.

3. Click the checkbox beside the new expense, then Edit to open the copied expense.

4. Review the details of the expense to confirm accuracy for the new expense item.

5. Modify applicable fields for the new expense where allowed, as necessary.

6. Once updated, click Save Expense.

Submitting your Report

1. On the expense report page, click Submit Report.

2. Scroll through and read to the end of the Attestation.

3. Click Accept & Submit. The Report Totals window displays.

4. Review the information for accuracy, and then click Submit Report. The Report Status window appears.

5. Click Close.

Additional Support

For help with Concur, contact travel@uconn.edu.

For additional reference material, refer to the Training and Resources page located on the Travel Services page.

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