Simplifications coming to Concur

January 20, 2015  


Upcoming changes to Concur, Purdue's travel and expense application, will result in a simplified process and fewer steps for travelers and those who assist them. The changes will take effect Jan. 31.

Once the changes are in effect, travelers no longer will need to provide estimated expenses as part of their Trip Request. The Expense Tab will be removed from the Trip Request. This change is meant to save time and eliminate some effort related to end-of-trip variances. The Trip Request remains a requirement of the travel process.

Further, travelers with authorized delegates who manage the Concur process on their behalf will no longer be required to take action beyond the initial submission of expense reports. Delegates may file any subsequent submissions. Travelers without delegates still will be required to submit subsequent expense reports as necessary.

The pre-trip notification structure also will be modified and will be sent only to the traveler, the traveler’s supervisor and the fiscal approver. All information still will be stored in Concur, but unnecessary notification emails will be eliminated.

The changes will take effect at the same time as planned improvements to Concur's user interface. These improvements will include a redesigned home page, expense page and approvals page.  In addition, some streamlining and process changes will take effect in back-office processing. More information about the interface improvements can be found here.

Writer: Amanda Hamon Kunz, 49-61325, ahamon@purdue.edu 

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