Getting Started Checklist
- Nehal Gupta
- Alyssa Wojcik
This page provides an overview of required and recommended Profile information a new user should review when logging into Concur for the first time. Logging In.
Navigate to any web browser.
Access Concur by logging in through our website Travel Services and clicking Login to Concur Travel & Expense.
Table of Contents
Profile | Personal Information
Complete the 4 [REQUIRED] PROFILE fields:
Middle Name
Home OR Work Phone
Gender
Date of Birth
Confirm that the first, middle, and last names shown on your Concur Profile, appears exactly as these appear on the photo identification that you will be presenting at airport security. Contact HR with any required changes.
Work and Home Address | Confirm your Work Address and Home Address information. This address information automatically feeds to the Personal Car Mileage when building an expense report.
Update Work Address fields, when necessary
Update Home Address fields, when necessary
Email Addresses | Verify your email address to automatically associate information forwarded from the verified email address to your Concur account.
Verify your UConn email address
Enter the code (sent to your email) and click OK.
Forward your receipt images to receipts@expenseit.com, when applicable.
Forward travel plans/itineraries (booked outside of Concur) to plans@tripit.com , when applicable.
(1) Review our How To - A Guide for Mobile Applications for more information on how to activate your TripIt account to start forwarding emails to plans@tripit.com. (2) Delegates should also verify their email addresses in their own profile. Delegates can forward itineraries/plans and Receipts images to Concur on behalf of another user by entering the traveler’s verified email address only in the Subject line of the email. This will ensure that the trip or receipt is associated to the correct user.
Assistants and Travel Arrangers | Add other UConn Concur users to assist you with booking travel.
Click Add an Assistant.
Search for a UConn user
Check off the applicable boxes to grant specific permission to each user and then click Save.
Credit Card | Save a credit card to your profile for use when booking travel through Concur or with UConn’s preferred travel agents.
Click the Add a Credit Card link.
Complete the required Credit Card (Travel Card (RECCOMMENDED) or personal credit card, as applicable) and Billing Address related information.
Check the options to default the Travel Card for specific charges – e.g., Car Rentals, Hotel Reservations, etc. and then click Save.
Click Save from the Personal Information view of your Profile to successfully save all changes made to this section of your Profile.
Profile | Request Information
Account Number | Saving a primary KFS Account in your Profile will automatically feed this information to all Travel Requests and Expense Reports in Concur.
Type a KFS Account in the Account Number field.
Select the correct KFS Account (from the filtered list of valid accounts) and then click Save.
Profile | Delegates
Delegates | Delegates can help prepare, submit, preview, and (with appropriate permission to Concur) Approve Requests and Expense Reports on behalf of another user.
From the Request Delegates link, click Add.
Search for a UConn employee to grant Delegate permission to.
Check off appropriate boxes to grant specific delegation access and then click Save.
Profile | Other Settings
E-Receipt Activation | enabling e-receipts with participating suppliers will save time with the available direct feed to your expense report.
Click the Enable E-Receipts link.
Concur Mobile Registration | Book travel, receive updates, Create/Approve Expense Reports, and take pictures of your expense receipts – all on the go.
Download the Concur mobile app to your mobile device.
Open the Concur Mobile App.
Click Sign In.
Enter UConn SSO Company Code: RT5WR. Then click Next.
Click Sign in with UConn Metadata.
On the next page enter your NetID and Password. You will now be signed into the Concur Mobile App.