Concur: Help

Last Updated: March 8, 2024 2:22:27 PM PST

Learn about resources available for using SAP Concur Travel & Expense.

Refer to the Travel & Expense and Procure-to-Pay Resources Blink page for guidance on navigating the various resources and the proper order-of-operations when seeking help
Review our Concur: Request & Expense PDF for a overview of the payment request processing handled in Concur
Review our Concur Capabilities: User and Delegate PDF for information on the capabilities and responsibilities of the employee user and delegate roles

In-system guidance on processes directly within Concur. Look for the blue "i" and "?" designations as well as the Help and Resources prompt for information and tips.
WalkMe is automatically available upon logging in to Concur without having to add a browser extension.

Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel & Expense team will be happy to assist you. Guidance on submitting a case can be found below (see Office Hours and Services & Support).
Please review the Concur Basics page to learn more about how to navigate Concur along with links to UC San Diego Travel and Entertainment policies and information.
Review our Promapp for guidance on our resources and best practices on how to utilize them.

Guidance on specific Concur functions
Review the Concur Video Walkthroughs YouTube Playlist for more guidance on step-by-step processes

Live Instructor-Led Training

Travelers & Preparers (Travel Arrangers; Delegates)

Sign up for the UC San Diego Travel: Before You Go course at the UC Learning Center
- Monthly on Thursday from 9:00am - 11:00am
Sign up for the UC San Diego Travel: Reporting Expenses course at the UC Learning Center
- Monthly on Thursday from 1:00pm - 3:00pm

Event Hosts, Meeting Coordinators, and Preparers (Delegates)

Sign up for the Concur: Event and Expense Reimbursements course at the UC Learning Center
- Monthly from 9:00am - 11:00am

Department sessions:

Bring the learning session to your department. Sessions are typically for 20 or more attendees, but smaller groups can be accommodated. To schedule one for your department, contact UC San Diego Services and Support (login required) with Travel Q&A session in the subject line.

2. Log in with your Active Directory credentials

logging into S&S

3. Select Get Help & Request Service from the menu

selecting submit a ticket

4. Select Submit a Ticket

5. Select Categories for About, Related To, or directly skip to More Specifically

a. For General Travel inquiries, select:

About: Travel
Related to: General Travel/Policy Info
More Specifically: Concur Navigation (unless a different category is more appropriate)

b. For Travel & Entertainment Card inquiries, select:

About: Entertainment, Meetings & Expense
Related to: Travel & Entertainment Card
More Specifically: Travel & Entertainment Card MCC (unless a different category is more appropriate)

c. For Concur Travel inquiries and to transfer airfare bookings between Concur accounts/profiles, select:

About: Travel
Related to: Concur Bookings
More Specifically: How-To Book Travel (unless a different category is more appropriate)

d. For Concur access (login) issues, select:

6. Enter in the subject of the case

7. Enter in any supporting information for the case

a. Refer to the below section for guidelines on creating an effective ticket

8. Select Submit

Utilize the following tips to create an effective case.

Select the proper categories when creating a case. This will ensure that your ticket goes to the right team for processing and avoids unnecessary delays. The above section has some examples of common categories for you to help guide you towards the most appropriate one.
Provide as much information as possible to provide our team with the necessary information to diagnose and resolve the issue.
Where appropriate, please provide proper references (screenshots, document numbers, supplier numbers) to support your specific inquiry. To find your Concur document number, please refer to this KBA.

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.