Concur is an industry leader for travel and expense management and is widely used among higher education and academic medical centers. Highlights of the efficiencies with this new tool are included below.
Features for Cardholders/Travelers:
- E-Receipt Functionality – electronic versions of receipt data sent to Concur by the travel vendor.
- This functionality is available for most airlines, all major hotel chains, major car rental companies, and ride sharing services including Uber and Lyft.
- If E-Receipting is used, no paper receipts are required from the traveler for the corresponding expenses.
- E-Receipts automatically match with corporate card charges and the airline itinerary associated with the travel dates.
- Mobile App – a mobile application facilitates taking a photo of any other receipts. These images will upload automatically to the expense report tool and create the expense item.
- Email Option – if you elect not to use the mobile app, you can take a photo of the receipts or scan them. These images can be emailed to the designated email address associated with your Concur profile which will link the receipts to the appropriate dates of the expense reports.
- Online Tool for booking Travel – supports all major airlines including Southwest to facilitate travel options and price comparisons as well as hotel and car rental bookings. Use of this functionality is optional and is based upon individual business unit guidance.
Go to concur.duke.edu and under Training Tab, click on Quick Reference Guides – select Setting up your Concur Profile for Employees or select Setting Up You Concur Profile for Expense Delegates and Travel Arrangers (in old system these were our initiators). Follow the step by step instructions.
