TravelND / Concur New User Interface (NextGen)

Coming in September 2022: A new user interface will be introduced in travelND/Concur.  

travelND/Concur Expense just got a whole lot easier. With the updated expense reporting experience, you will be able to complete reports in a more intuitive, integrated, and efficient way. We understand that change isn't always easy. We anticipate that users will have questions about this update, therefore we created this webpage where you’ll find resources to help you make the transition. Training demo classes on the new interface will be coming in August.

Please watch for more announcements in the coming months regarding the new Expense reporting side of travelND/Concur.


This update will make your expense reporting more intuitive, integrated, and efficient. Here's what you can expect:

  • HOME PAGE UPDATES
    • The new Home page view includes changes to visual elements such as fonts, colors, and icons. 
  • QUICKER EXPENSE REPORTING
    • Add and create expenses from one location, fix issues fast, and easily discover which corporate card charges are ready to be expensed. All this means you’ll be able to complete your reports more quickly than before.
  • STRAIGHTFORWARD EXPENSE DETAILS
    • From itemizations to attendees, you can easily view and edit details when you open an expense. And your receipt is visible, so you can easily reference it while you work on the expense.
  • EASIER ITEMIZING
    • The update gives you more space to do your itemizations – which translates to quicker, simpler, and more accurate expense reporting.
  • SIMPLE ATTENDEE MANAGEMENT
    • Easily find the people or groups you’d like to add as attendees. You’ll also have more room to work, meaning you can see everything you need to manage your attendee list for an expense at once.
  • FASTER ALLOCATIONS
    • See everything you need to complete your allocations at once so you can get your task done more quickly.

Newsletters

 


Quick Reference Guides

 

FAQ's

General questions

Why is Concur Expense being updated?

In our effort to constantly improve your experience, SAP Concur, our software provider, has made some major changes to Concur Expense. The goal for this update is to improve usability, reduce time on task, and increase accessibility. To improve usability, they made the experience more modern and consistent. This will make completing an expense report more straightforward and intuitive. 

Where will I see these changes?

Updates have been made throughout the entire Concur Expense experience. You will see the most significant improvements when viewing expense details, itemizing an expense, and adding attendees to an expense.

Concur Expense landing page

How do I view past expense reports?

In the new travelND/Concur Expense, active reports appear by default, but you can easily view past reports. From the View drop down list, select one of the predefined options, or define a custom date range.

Where can I find the expense source information?

We have simplified the source information you need to complete an expense report. Now, receipt information is available in the Receipt column and card information can be found in the Payment Type column, which makes it easy to see which expenses are still waiting for more information. The rest of the source information that used to appear as icons is now available by clicking on a line item.

Expense report

How do I delete an expense from an expense report?

You are now able to delete individual expenses from an expense report as well as delete multiple expenses at once. When deleted, sources that came through the Available Expense section will be sent back where they can be deleted if allowed by your policy. Credit card charges cannot be deleted, however, itineraries and e-receipts can be deleted.

How do I add multiple receipts (or multiple images of a single receipt) to a single expense?

Once the first image is uploaded, click Append at the bottom of the receipt image area and add the next image. 

Itemizations

How do I know if I need to itemize an expense?

Once an expense is saved, you will see an alert in the expense view (or in the expense report view) if it requires itemization for that expense.

How can I tell whether I have already added itemizations?

To see if an expense has been itemized, open the expense and click the Itemization tab. 

Attendees

How do I add attendees to an expense?

To add attendees, click into the expense, and then click Attendees at the top left under Details.

How will I know that I need to add attendees to an expense?

Once you save an expense, you will see an alert in the expense view (or in the expense report view) if attendees are required for that expense.