Concur Traveler Training (Virtual)

The purpose of the Traveler Training is to give travelers a complete understanding of how to use SAP Concur to plan and book travel, obtain required approvals, travel in compliance with UMBC policies, submit expenses, and receive reimbursement for university business trips. The first portion of the session focuses on this full end‑to‑end process from the traveler's perspective. 

Key Topics Covered:

• System Overview: Introduction to SAP Concur as UMBC's integrated travel and expense management system.

• Travel Workflow: Step-by-step review of submitting pre-approvals, booking travel through preferred vendors, uploading receipts, and preparing expense reports.

• Approval Workflow: Explanation of how travel requests and expense reports move through the approval chain and how users can track status.

• Post-Processing Workflow: Overview of the review and reimbursement process after an expense report is submitted.

• Mobile and App Access: Using the Concur Mobile App and TripIt for real-time access, receipt capture, and itinerary management.

• Policy Integration: How the Interim Travel Policy ties directly to SAP Concur's built-in controls, ensuring compliance with documentation, submission deadlines, and booking requirements.

• Resources and Support: Guide to job aids, video tutorials, and online policy references available to all users.

Who Should Take This Training?

UMBC travelers and staff who arrange or support university-sponsored travel.

Recommended for:

• Faculty, staff, and students traveling on UMBC business

• Department administrators serving as travel arrangers

• Anyone seeking a complete understanding of the travel process and arranger duties